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 | $118,397 | $96,305+22.9% | $80,569+47.0% | $139,434-15.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.04% | 1350.08%-1337.0pp | 935.43%-922.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $6,667 | $3,262+104.4% | $2,723+144.8% | $4,751+40.3% |
| Participant deferral / active EE | $8,246 | $5,232+57.6% | $4,447+85.4% | $6,710+22.9% |
| Admin fee / account holder | $27,126 | $6,599+311.1% | $5,377+404.5% | $11,403+137.9% |