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 | $153,913 | $117,841+30.6% | $102,423+50.3% | $145,922+5.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,840 | $3,615+33.9% | $3,023+60.1% | $4,660+3.9% |
| Participant deferral / active EE | $10,939 | $5,731+90.9% | $5,053+116.5% | $6,688+63.6% |
| Admin fee / account holder | $65,752 | $13,326+393.4% | $9,451+595.7% | $13,397+390.8% |