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 | $161,224 | $100,773+60.0% | $88,946+81.3% | $142,382+13.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.22% | 70.18%-55.0pp | 57.82%-42.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $13,514 | $2,918+363.2% | $2,555+428.9% | $4,299+214.3% |
| Participant deferral / active EE | $4,010 | $5,230-23.3% | $4,581-12.5% | $6,507-38.4% |
| Admin fee / account holder | $32,560 | $9,693+235.9% | $8,261+294.1% | $12,624+157.9% |