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 | $191,214 | $159,901+19.6% | $146,958+30.1% | $145,922+31.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 10.79% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $11,834 | $5,286+123.9% | $4,933+139.9% | $4,660+154.0% |
| Participant deferral / active EE | $8,350 | $8,428-0.9% | $8,070+3.5% | $6,688+24.9% |
| Admin fee / account holder | $53,368 | $15,044+254.7% | $12,998+310.6% | $13,397+298.4% |