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 | $149,566 | $99,020+51.0% | $86,590+72.7% | $147,584+1.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.05% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $5,517 | $3,132+76.1% | $2,839+94.3% | $4,876+13.1% |
| Participant deferral / active EE | $6,463 | $3,972+62.7% | $3,609+79.1% | $5,439+18.8% |
| Admin fee / account holder | $5,783 | $5,710+1.3% | $4,906+17.9% | $10,885-46.9% |