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 | $172,234 | $58,208+195.9% | $81,812+110.5% | $80,856+113.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.64% | 41.66%-27.0pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $9,152 | $2,340+291.1% | $2,912+214.3% | $2,755+232.2% |
| Participant deferral / active EE | $15,908 | $3,281+384.9% | $4,319+268.4% | $4,296+270.3% |
| Admin fee / account holder | $28,736 | $4,981+476.9% | $7,386+289.1% | $6,918+315.4% |