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 | $150,419 | $102,317+47.0% | $146,958+2.4% | $80,856+86.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.02% | 134.76%-113.7pp | 418.34%-397.3pp | 35.59%-14.6pp |
| Employer contribution / active EE | $6,749 | $3,713+81.8% | $4,933+36.8% | $2,755+145.0% |
| Participant deferral / active EE | $13,703 | $6,644+106.2% | $8,070+69.8% | $4,296+219.0% |
| Admin fee / account holder | $13,758 | $7,941+73.3% | $12,998+5.8% | $6,918+98.9% |