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 | $145,798 | $83,369+74.9% | $105,223+38.6% | $67,986+114.5% |
| Participation rate | 78.8% | 56.3%+22.5pp | 75.0%+3.7pp | 57.2%+21.6pp |
| Annual return | 20.30% | 24.64%-4.3pp | 180.65%-160.3pp | 31.67%-11.4pp |
| Employer contribution / active EE | $4,399 | $2,541+73.1% | $3,689+19.3% | $2,019+117.9% |
| Participant deferral / active EE | $10,222 | $3,295+210.2% | $5,072+101.6% | $3,358+204.4% |
| Admin fee / account holder | $52,684 | $4,073+1193.6% | $8,859+494.7% | $3,203+1544.7% |