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 | $229,964 | $102,966+123.3% | $90,281+154.7% | $152,861+50.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.51% | 95.16%-70.7pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $10,049 | $3,139+220.2% | $2,854+252.0% | $4,762+111.0% |
| Participant deferral / active EE | $12,806 | $4,281+199.1% | $3,885+229.6% | $5,850+118.9% |
| Admin fee / account holder | $8,026 | $6,171+30.1% | $5,351+50.0% | $11,596-30.8% |