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 | $136,275 | $78,422+73.8% | $95,952+42.0% | $79,858+70.6% |
| Participation rate | 98.1% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 19.19% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $8,062 | $1,945+314.5% | $2,541+217.3% | $2,471+226.3% |
| Participant deferral / active EE | $5,142 | $3,440+49.5% | $4,167+23.4% | $3,740+37.5% |
| Admin fee / account holder | $12,748 | $5,622+126.8% | $6,795+87.6% | $5,306+140.2% |