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 | $147,218 | $58,208+152.9% | $81,812+79.9% | $80,856+82.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.16% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,717 | $2,340+16.1% | $2,912-6.7% | $2,755-1.4% |
| Participant deferral / active EE | $9,618 | $3,281+193.1% | $4,319+122.7% | $4,296+123.9% |
| Admin fee / account holder | $1,047 | $4,981-79.0% | $7,386-85.8% | $6,918-84.9% |