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 | $138,773 | $98,750+40.5% | $149,696-7.3% | $79,858+73.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.42% | 27.43%-5.0pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $7,353 | $3,216+128.6% | $4,644+58.3% | $2,471+197.6% |
| Participant deferral / active EE | $7,969 | $5,680+40.3% | $6,842+16.5% | $3,740+113.1% |
| Admin fee / account holder | $21,978 | $6,053+263.1% | $9,309+136.1% | $5,306+314.2% |