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 | $180,410 | $108,919+65.6% | $100,391+79.7% | $145,922+23.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.51% | 57.88%-42.4pp | 49.20%-33.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $21,547 | $4,419+387.6% | $3,942+446.6% | $4,660+362.4% |
| Participant deferral / active EE | $8,472 | $8,445+0.3% | $8,082+4.8% | $6,688+26.7% |
| Admin fee / account holder | $1,275 | $9,689-86.8% | $7,899-83.9% | $13,397-90.5% |