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 | $121,881 | $48,230+152.7% | $67,502+80.6% | $80,856+50.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.90% | 18.28%-2.4pp | 3512.12%-3496.2pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,618 | $2,020+128.7% | $2,731+69.1% | $2,755+67.6% |
| Participant deferral / active EE | $7,053 | $2,924+141.2% | $4,000+76.3% | $4,296+64.2% |
| Admin fee / account holder | $11,133 | $3,681+202.4% | $3,998+178.5% | $6,918+60.9% |