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 | $145,093 | $48,046+202.0% | $84,611+71.5% | $72,985+98.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 37.40% | 37.38%0pp | 258.74%-221.3pp | 81.00%-43.6pp |
| Employer contribution / active EE | $5,146 | $1,602+221.3% | $2,652+94.0% | $2,440+110.9% |
| Participant deferral / active EE | $10,848 | $2,680+304.7% | $3,899+178.2% | $3,607+200.7% |
| Admin fee / account holder | $6,114 | $3,395+80.1% | $4,912+24.5% | $5,124+19.3% |