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 | $138,063 | $81,460+69.5% | $103,333+33.6% | $80,856+70.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 23.51% | 25.55%-2.0pp | 24.88%-1.4pp | 35.59%-12.1pp |
| Employer contribution / active EE | $18,203 | $3,105+486.2% | $3,868+370.6% | $2,755+560.8% |
| Participant deferral / active EE | $10,238 | $3,869+164.6% | $5,057+102.4% | $4,296+138.3% |
| Admin fee / account holder | $39,439 | $6,566+500.6% | $8,355+372.1% | $6,918+470.1% |