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 | $158,917 | $98,750+60.9% | $149,696+6.2% | $79,858+99.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.12% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $8,657 | $3,216+169.2% | $4,644+86.4% | $2,471+250.4% |
| Participant deferral / active EE | $8,370 | $5,680+47.4% | $6,842+22.3% | $3,740+123.8% |
| Admin fee / account holder | $19,783 | $6,053+226.9% | $9,309+112.5% | $5,306+272.8% |