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 | $141,291 | $91,190+54.9% | $178,490-20.8% | $79,858+76.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.88% | 24.19%-0.3pp | 151.07%-127.2pp | 31.71%-7.8pp |
| Employer contribution / active EE | $6,219 | $3,256+91.0% | $5,011+24.1% | $2,471+151.7% |
| Participant deferral / active EE | $4,506 | $3,236+39.3% | $5,202-13.4% | $3,740+20.5% |
| Admin fee / account holder | $704 | $6,751-89.6% | $13,984-95.0% | $5,306-86.7% |