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 | $165,307 | $138,065+19.7% | $123,544+33.8% | $135,375+22.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.68% | 153.68%-142.0pp | 119.20%-107.5pp | 519.73%-508.1pp |
| Employer contribution / active EE | $19,258 | $5,151+273.8% | $4,628+316.1% | $4,779+303.0% |
| Participant deferral / active EE | $5,096 | $6,799-25.1% | $6,426-20.7% | $5,609-9.1% |
| Admin fee / account holder | $17,008 | $10,916+55.8% | $9,284+83.2% | $10,827+57.1% |