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 | $133,208 | $70,428+89.1% | $96,562+38.0% | $85,850+55.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 17.83% | 18.59%-0.8pp | 37.78%-20.0pp | 318.53%-300.7pp |
| Employer contribution / active EE | $6,518 | $1,413+361.3% | $2,356+176.6% | $2,565+154.1% |
| Participant deferral / active EE | $6,617 | $2,894+128.7% | $3,849+71.9% | $3,952+67.4% |
| Admin fee / account holder | $4,879 | $4,997-2.4% | $6,181-21.1% | $6,260-22.1% |