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 | $148,252 | $98,750+50.1% | $149,696-1.0% | $79,858+85.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.23% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $7,295 | $3,216+126.8% | $4,644+57.1% | $2,471+195.3% |
| Participant deferral / active EE | $13,502 | $5,680+137.7% | $6,842+97.4% | $3,740+261.0% |
| Admin fee / account holder | $47,417 | $6,053+683.4% | $9,309+409.4% | $5,306+793.6% |