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 | $162,947 | $98,750+65.0% | $149,696+8.9% | $79,858+104.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.10% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $9,860 | $3,216+206.5% | $4,644+112.3% | $2,471+299.0% |
| Participant deferral / active EE | $3,949 | $5,680-30.5% | $6,842-42.3% | $3,740+5.6% |
| Admin fee / account holder | $4,270 | $6,053-29.5% | $9,309-54.1% | $5,306-19.5% |