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 | $148,010 | $101,069+46.4% | $81,478+81.7% | $147,584+0.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.88% | 32.40%-14.5pp | 38.78%-20.9pp | 578.55%-560.7pp |
| Employer contribution / active EE | $10,122 | $3,205+215.8% | $2,568+294.2% | $4,876+107.6% |
| Participant deferral / active EE | $10,773 | $4,242+154.0% | $3,537+204.6% | $5,439+98.1% |
| Admin fee / account holder | $9,632 | $5,812+65.7% | $4,561+111.2% | $10,885-11.5% |