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 | $132,681 | $59,839+121.7% | $81,983+61.8% | $79,858+66.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 13.32% | 17.56%-4.2pp | 41.31%-28.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $4,860 | $1,713+183.6% | $2,498+94.6% | $2,471+96.7% |
| Participant deferral / active EE | $6,139 | $2,695+127.8% | $3,722+64.9% | $3,740+64.1% |
| Admin fee / account holder | $22,247 | $4,287+418.9% | $5,664+292.8% | $5,306+319.3% |