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 | $148,726 | $111,754+33.1% | $103,333+43.9% | $145,922+1.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $9,679 | $4,212+129.8% | $3,868+150.3% | $4,660+107.7% |
| Participant deferral / active EE | $12,412 | $5,619+120.9% | $5,057+145.4% | $6,688+85.6% |
| Admin fee / account holder | $21,837 | $9,750+124.0% | $8,355+161.4% | $13,397+63.0% |