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 | $156,047 | $100,041+56.0% | $149,718+4.2% | $70,131+122.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.84% | 27.43%-12.6pp | 1501.63%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,186 | $3,662-13.0% | $5,445-41.5% | $2,342+36.0% |
| Participant deferral / active EE | $6,572 | $4,983+31.9% | $6,5690% | $3,332+97.3% |
| Admin fee / account holder | $556 | $8,286-93.3% | $11,283-95.1% | $4,645-88.0% |