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 | $116,808 | $68,346+70.9% | $94,646+23.4% | $75,163+55.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 19.88% | 616.93%-597.0pp | 156.71%-136.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $8,436 | $2,701+212.4% | $3,672+129.7% | $2,670+216.0% |
| Participant deferral / active EE | $11,860 | $6,537+81.4% | $7,418+59.9% | $4,125+187.5% |
| Admin fee / account holder | $32,257 | $5,326+505.7% | $7,231+346.1% | $5,651+470.8% |