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 | $212,591 | $107,334+98.1% | $92,893+128.9% | $152,861+39.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.57% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $5,877 | $4,221+39.2% | $3,653+60.9% | $4,762+23.4% |
| Participant deferral / active EE | $13,062 | $4,845+169.6% | $4,236+208.3% | $5,850+123.3% |
| Admin fee / account holder | $39,514 | $7,079+458.2% | $5,794+582.0% | $11,596+240.7% |