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 | $176,645 | $148,534+18.9% | $135,903+30.0% | $139,434+26.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.69% | 79.19%-44.5pp | 68.23%-33.5pp | 372.94%-338.3pp |
| Employer contribution / active EE | $13,058 | $5,243+149.0% | $4,856+168.9% | $4,751+174.9% |
| Participant deferral / active EE | $8,413 | $8,100+3.9% | $7,758+8.5% | $6,710+25.4% |
| Admin fee / account holder | $24,550 | $12,400+98.0% | $10,762+128.1% | $11,403+115.3% |