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 | $154,598 | $107,334+44.0% | $92,893+66.4% | $152,861+1.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.26% | 145.58%-121.3pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $8,472 | $4,221+100.7% | $3,653+131.9% | $4,762+77.9% |
| Participant deferral / active EE | $11,567 | $4,845+138.8% | $4,236+173.1% | $5,850+97.7% |
| Admin fee / account holder | $1,445 | $7,079-79.6% | $5,794-75.1% | $11,596-87.5% |