See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,047 | $74,888+131.1% | $71,209+143.0% | $142,382+21.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.57% | 345.14%-326.6pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $8,828 | $2,854+209.3% | $2,721+224.5% | $4,299+105.4% |
| Participant deferral / active EE | $7,367 | $4,454+65.4% | $4,175+76.4% | $6,507+13.2% |
| Admin fee / account holder | $1,189 | $5,568-78.6% | $5,349-77.8% | $12,624-90.6% |