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 | $151,960 | $73,515+106.7% | $62,995+141.2% | $147,584+3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.85% | 175.43%-159.6pp | 87.57%-71.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $9,246 | $3,320+178.4% | $2,759+235.1% | $4,876+89.6% |
| Participant deferral / active EE | $5,969 | $4,185+42.6% | $3,329+79.3% | $5,439+9.8% |
| Admin fee / account holder | $6,233 | $5,953+4.7% | $3,600+73.1% | $10,885-42.7% |