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 | $147,304 | $105,998+39.0% | $92,233+59.7% | $147,584-0.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.30% | 50.05%-29.7pp | 176.28%-156.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $10,177 | $4,333+134.9% | $3,679+176.6% | $4,876+108.7% |
| Participant deferral / active EE | $7,150 | $4,478+59.7% | $3,897+83.5% | $5,439+31.5% |
| Admin fee / account holder | $5,894 | $6,332-6.9% | $5,194+13.5% | $10,885-45.9% |