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 | $124,719 | $68,547+81.9% | $120,354+3.6% | $80,856+54.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 13.38% | 23.60%-10.2pp | 107.15%-93.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $7,163 | $2,051+249.2% | $3,463+106.9% | $2,755+160.0% |
| Participant deferral / active EE | $8,227 | $3,173+159.2% | $4,991+64.8% | $4,296+91.5% |
| Admin fee / account holder | $2,883 | $5,732-49.7% | $9,423-69.4% | $6,918-58.3% |