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 | $129,351 | $64,480+100.6% | $81,382+58.9% | $80,856+60.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 12.44% | 16.34%-3.9pp | 24.73%-12.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $7,594 | $1,978+283.9% | $2,463+208.4% | $2,755+175.7% |
| Participant deferral / active EE | $7,582 | $3,094+145.1% | $3,883+95.2% | $4,296+76.5% |
| Admin fee / account holder | $17,207 | $5,671+203.4% | $5,768+198.3% | $6,918+148.7% |