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 | $147,254 | $100,041+47.2% | $149,718-1.6% | $70,131+110.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.25% | 27.43%-6.2pp | 1501.63%-1480.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $8,328 | $3,662+127.4% | $5,445+53.0% | $2,342+255.5% |
| Participant deferral / active EE | $8,113 | $4,983+62.8% | $6,569+23.5% | $3,332+143.5% |
| Admin fee / account holder | $22,432 | $8,286+170.7% | $11,283+98.8% | $4,645+382.9% |