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 | $117,186 | $51,638+126.9% | $68,368+71.4% | $82,448+42.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.97% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $7,509 | $2,047+266.9% | $2,649+183.5% | $2,551+194.4% |
| Participant deferral / active EE | $8,042 | $2,914+176.0% | $4,123+95.1% | $4,139+94.3% |
| Admin fee / account holder | $23,624 | $4,643+408.8% | $5,150+358.7% | $7,234+226.6% |