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 | $160,846 | $102,966+56.2% | $90,281+78.2% | $152,861+5.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.45% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $7,557 | $3,139+140.8% | $2,854+164.7% | $4,762+58.7% |
| Participant deferral / active EE | $6,944 | $4,281+62.2% | $3,885+78.7% | $5,850+18.7% |
| Admin fee / account holder | $2,910 | $6,171-52.8% | $5,351-45.6% | $11,596-74.9% |