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 | $147,454 | $104,907+40.6% | $84,611+74.3% | $152,861-3.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.78% | 373.79%-352.0pp | 258.74%-237.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $10,408 | $3,302+215.2% | $2,652+292.4% | $4,762+118.6% |
| Participant deferral / active EE | $9,277 | $4,688+97.9% | $3,899+137.9% | $5,850+58.6% |
| Admin fee / account holder | $22,781 | $6,241+265.0% | $4,912+363.8% | $11,596+96.5% |