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 | $156,763 | $99,020+58.3% | $86,590+81.0% | $147,584+6.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.31% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $7,586 | $3,132+142.2% | $2,839+167.2% | $4,876+55.6% |
| Participant deferral / active EE | $9,867 | $3,972+148.4% | $3,609+173.4% | $5,439+81.4% |
| Admin fee / account holder | $18,219 | $5,710+219.1% | $4,906+271.4% | $10,885+67.4% |