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 | $157,325 | $91,190+72.5% | $178,490-11.9% | $79,858+97.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.13% | 24.19%-3.1pp | 151.07%-129.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $6,234 | $3,256+91.5% | $5,011+24.4% | $2,471+152.3% |
| Participant deferral / active EE | $13,084 | $3,236+304.3% | $5,202+151.5% | $3,740+249.8% |
| Admin fee / account holder | $18,755 | $6,751+177.8% | $13,984+34.1% | $5,306+253.4% |