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 | $138,434 | $65,041+112.8% | $90,951+52.2% | $79,858+73.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.47% | 30.45%-19.0pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,190 | $1,247+75.6% | $2,122+3.2% | $2,471-11.4% |
| Participant deferral / active EE | $5,807 | $2,512+131.2% | $3,373+72.2% | $3,740+55.3% |
| Admin fee / account holder | $29,753 | $4,536+555.9% | $5,959+399.3% | $5,306+460.7% |