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 | $135,232 | $58,234+132.2% | $81,783+65.4% | $80,874+67.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.69% | 41.70%-29.0pp | 775.05%-762.4pp | 35.62%-22.9pp |
| Employer contribution / active EE | $9,662 | $2,341+312.6% | $2,913+231.7% | $2,756+250.6% |
| Participant deferral / active EE | $10,512 | $3,283+220.2% | $4,320+143.3% | $4,297+144.6% |
| Admin fee / account holder | $5,338 | $4,982+7.2% | $7,380-27.7% | $6,935-23.0% |