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 | $149,650 | $81,208+84.3% | $98,907+51.3% | $79,858+87.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.70% | 60.99%-47.3pp | 196.43%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,919 | $1,960+202.1% | $2,689+120.1% | $2,471+139.6% |
| Participant deferral / active EE | $11,471 | $3,265+251.3% | $4,244+170.3% | $3,740+206.7% |
| Admin fee / account holder | $30,450 | $6,013+406.4% | $6,642+358.5% | $5,306+473.8% |