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 | $152,263 | $87,733+73.6% | $106,548+42.9% | $85,850+77.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.97% | 21.86%-5.9pp | 26.80%-10.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $15,638 | $2,073+654.4% | $2,819+454.7% | $2,565+509.6% |
| Participant deferral / active EE | $16,408 | $3,469+373.0% | $4,398+273.1% | $3,952+315.2% |
| Admin fee / account holder | $20,793 | $6,767+207.3% | $7,407+180.7% | $6,260+232.2% |