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 | $144,827 | $107,334+34.9% | $92,893+55.9% | $152,861-5.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.37% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $15,454 | $4,221+266.1% | $3,653+323.1% | $4,762+224.5% |
| Participant deferral / active EE | $7,495 | $4,845+54.7% | $4,236+76.9% | $5,850+28.1% |
| Admin fee / account holder | $1,425 | $7,079-79.9% | $5,794-75.4% | $11,596-87.7% |