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 | $159,419 | $74,888+112.9% | $71,209+123.9% | $142,382+12.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.26% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,924 | $2,854+107.6% | $2,721+117.7% | $4,299+37.8% |
| Participant deferral / active EE | $18,750 | $4,454+320.9% | $4,175+349.1% | $6,507+188.1% |
| Admin fee / account holder | $27,355 | $5,568+391.3% | $5,349+411.4% | $12,624+116.7% |