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 | $135,037 | $78,422+72.2% | $95,952+40.7% | $79,858+69.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 38.76% | 19.37%+19.4pp | 91.61%-52.9pp | 31.71%+7.0pp |
| Employer contribution / active EE | $6,871 | $1,945+253.2% | $2,541+170.4% | $2,471+178.1% |
| Participant deferral / active EE | $6,281 | $3,440+82.6% | $4,167+50.7% | $3,740+67.9% |
| Admin fee / account holder | $14,912 | $5,622+165.2% | $6,795+119.4% | $5,306+181.0% |