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 | $134,423 | $48,570+176.8% | $130,648+2.9% | $72,985+84.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 24.91% | 38.63%-13.7pp | 1708.96%-1684.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $5,009 | $1,334+275.5% | $4,092+22.4% | $2,440+105.3% |
| Participant deferral / active EE | $10,830 | $2,384+354.3% | $3,603+200.6% | $3,607+200.2% |
| Admin fee / account holder | $1,237 | $3,549-65.1% | $5,464-77.4% | $5,124-75.9% |