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 | $113,166 | $68,346+65.6% | $94,646+19.6% | $75,163+50.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 19.31% | 616.93%-597.6pp | 156.71%-137.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,706 | $2,701+37.2% | $3,672+0.9% | $2,670+38.8% |
| Participant deferral / active EE | $12,604 | $6,537+92.8% | $7,418+69.9% | $4,125+205.6% |
| Admin fee / account holder | $6,380 | $5,326+19.8% | $7,231-11.8% | $5,651+12.9% |