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 | $145,909 | $77,899+87.3% | $149,673-2.5% | $75,163+94.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.45% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $7,816 | $3,137+149.1% | $4,818+62.2% | $2,670+192.8% |
| Participant deferral / active EE | $4,680 | $3,411+37.2% | $5,680-17.6% | $4,125+13.4% |
| Admin fee / account holder | $91,995 | $5,956+1444.5% | $13,210+596.4% | $5,651+1528.0% |