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 | $145,720 | $77,145+88.9% | $108,410+34.4% | $85,850+69.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.46% | 44.54%-28.1pp | 905.27%-888.8pp | 318.53%-302.1pp |
| Employer contribution / active EE | $7,729 | $2,379+224.8% | $3,558+117.2% | $2,565+201.3% |
| Participant deferral / active EE | $8,708 | $5,566+56.4% | $6,563+32.7% | $3,952+120.4% |
| Admin fee / account holder | $2,514 | $5,172-51.4% | $7,295-65.5% | $6,260-59.8% |