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 | $155,277 | $96,305+61.2% | $80,569+92.7% | $139,434+11.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.12% | 1350.08%-1336.0pp | 935.43%-921.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,564 | $3,262+39.9% | $2,723+67.6% | $4,751-3.9% |
| Participant deferral / active EE | $5,096 | $5,232-2.6% | $4,447+14.6% | $6,710-24.1% |
| Admin fee / account holder | $18,729 | $6,599+183.8% | $5,377+248.3% | $11,403+64.3% |