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 | $147,938 | $97,757+51.3% | $83,848+76.4% | $135,375+9.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.33% | 1287.37%-1283.0pp | 850.88%-846.5pp | 519.73%-515.4pp |
| Employer contribution / active EE | $11,387 | $4,222+169.7% | $3,631+213.6% | $4,779+138.3% |
| Participant deferral / active EE | $11,374 | $4,682+142.9% | $4,082+178.7% | $5,609+102.8% |
| Admin fee / account holder | $2,376 | $6,674-64.4% | $5,478-56.6% | $10,827-78.1% |