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 | $158,189 | $99,020+59.8% | $86,590+82.7% | $147,584+7.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.34% | 1312.34%-1290.0pp | 964.84%-942.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $4,305 | $3,132+37.4% | $2,839+51.6% | $4,876-11.7% |
| Participant deferral / active EE | $5,457 | $3,972+37.4% | $3,609+51.2% | $5,439+0.3% |
| Admin fee / account holder | $2,750 | $5,710-51.8% | $4,906-43.9% | $10,885-74.7% |