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 | $140,940 | $39,122+260.3% | $57,179+146.5% | $62,891+124.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 26.32% | 9.23%+17.1pp | 14.59%+11.7pp | 20.14%+6.2pp |
| Employer contribution / active EE | $9,257 | $1,874+394.0% | $2,682+245.1% | $2,281+305.9% |
| Participant deferral / active EE | $7,356 | $2,374+209.9% | $3,096+137.6% | $3,203+129.6% |
| Admin fee / account holder | $4,675 | $2,592+80.4% | $3,139+48.9% | $4,296+8.8% |