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 | $154,265 | $88,710+73.9% | $81,783+88.6% | $145,959+5.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.10% | 1027.26%-1011.2pp | 775.05%-759.0pp | 561.95%-545.9pp |
| Employer contribution / active EE | $4,152 | $3,083+34.7% | $2,913+42.5% | $4,661-10.9% |
| Participant deferral / active EE | $6,371 | $4,645+37.2% | $4,320+47.5% | $6,689-4.7% |
| Admin fee / account holder | $12,695 | $8,407+51.0% | $7,380+72.0% | $13,398-5.2% |