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 | $127,623 | $81,208+57.2% | $98,907+29.0% | $79,858+59.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 20.67% | 60.99%-40.3pp | 196.43%-175.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,954 | $1,960+50.7% | $2,689+9.9% | $2,471+19.6% |
| Participant deferral / active EE | $7,725 | $3,265+136.6% | $4,244+82.0% | $3,740+106.5% |
| Admin fee / account holder | $10,846 | $6,013+80.4% | $6,642+63.3% | $5,306+104.4% |