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 | $220,962 | $90,503+144.1% | $78,689+180.8% | $273,961-19.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.04% | 75.60%-65.6pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $19,221 | $3,176+505.3% | $2,851+574.3% | $4,869+294.8% |
| Participant deferral / active EE | $7,950 | $3,901+103.8% | $3,517+126.1% | $5,287+50.4% |
| Admin fee / account holder | $225,607 | $5,263+4186.5% | $4,510+4901.9% | $10,132+2126.7% |