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 | $150,692 | $53,822+180.0% | $75,696+99.1% | $85,850+75.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 15.63% | 24.54%-8.9pp | 104.53%-88.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $6,850 | $2,017+239.7% | $2,743+149.7% | $2,565+167.0% |
| Participant deferral / active EE | $8,861 | $2,895+206.1% | $3,821+131.9% | $3,952+124.2% |
| Admin fee / account holder | $5,236 | $3,343+56.6% | $3,619+44.7% | $6,260-16.4% |