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 | $149,977 | $69,207+116.7% | $64,056+134.1% | $139,434+7.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.25% | 45.88%-29.6pp | 33.69%-17.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $10,285 | $3,182+223.2% | $2,747+274.5% | $4,751+116.5% |
| Participant deferral / active EE | $7,069 | $4,682+51.0% | $3,880+82.2% | $6,710+5.3% |
| Admin fee / account holder | $43,630 | $4,244+928.0% | $3,068+1322.0% | $11,403+282.6% |