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 | $138,961 | $72,177+92.5% | $115,037+20.8% | $59,632+133.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 5.89% | 12.02%-6.1pp | 26.14%-20.2pp | 2041.28%-2035.4pp |
| Employer contribution / active EE | $11,917 | $2,841+319.4% | $4,608+158.6% | $2,203+441.0% |
| Participant deferral / active EE | $10,562 | $4,783+120.8% | $6,026+75.3% | $3,192+230.9% |
| Admin fee / account holder | $15,435 | $4,927+213.3% | $8,175+88.8% | $4,297+259.2% |