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 | $158,917 | $104,486+52.1% | $76,817+106.9% | $152,861+4.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 23.51% | 1013.37%-989.9pp | 1166.11%-1142.6pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,820 | $3,116+22.6% | $2,302+65.9% | $4,762-19.8% |
| Participant deferral / active EE | $5,428 | $4,236+28.2% | $3,336+62.7% | $5,850-7.2% |
| Admin fee / account holder | $2,046 | $12,275-83.3% | $6,420-68.1% | $11,596-82.4% |