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 | $141,261 | $105,181+34.3% | $159,436-11.4% | $85,850+64.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.67% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $17,581 | $3,318+429.8% | $4,829+264.0% | $2,565+585.4% |
| Participant deferral / active EE | $12,398 | $5,945+108.5% | $7,352+68.6% | $3,952+213.7% |
| Admin fee / account holder | $2,041 | $6,933-70.6% | $10,799-81.1% | $6,260-67.4% |