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 | $144,522 | $69,207+108.8% | $64,056+125.6% | $139,434+3.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.10% | 45.88%-30.8pp | 33.69%-18.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $12,018 | $3,182+277.7% | $2,747+337.6% | $4,751+153.0% |
| Participant deferral / active EE | $6,188 | $4,682+32.2% | $3,880+59.5% | $6,710-7.8% |
| Admin fee / account holder | $1,709 | $4,244-59.7% | $3,068-44.3% | $11,403-85.0% |