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 | $151,378 | $92,703+63.3% | $82,719+83.0% | $134,475+12.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.15% | 944.92%-943.8pp | 701.18%-700.0pp | 417.96%-416.8pp |
| Employer contribution / active EE | $5,186 | $3,274+58.4% | $3,009+72.4% | $4,740+9.4% |
| Participant deferral / active EE | $9,108 | $4,802+89.7% | $4,395+107.2% | $6,400+42.3% |
| Admin fee / account holder | $5,675 | $5,983-5.1% | $5,329+6.5% | $11,426-50.3% |