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 | $125,900 | $79,944+57.5% | $98,439+27.9% | $75,163+67.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.50% | 19.75%-5.2pp | 21.16%-6.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $7,067 | $2,264+212.2% | $3,048+131.8% | $2,670+164.7% |
| Participant deferral / active EE | $5,171 | $3,752+37.8% | $4,738+9.1% | $4,125+25.3% |
| Admin fee / account holder | $14,271 | $6,840+108.7% | $8,948+59.5% | $5,651+152.5% |