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 | $136,315 | $89,355+52.6% | $141,162-3.4% | $72,985+86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.47% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $10,985 | $3,114+252.7% | $4,735+132.0% | $2,440+350.3% |
| Participant deferral / active EE | $7,734 | $5,418+42.7% | $6,709+15.3% | $3,607+114.4% |
| Admin fee / account holder | $15,215 | $5,958+155.4% | $10,261+48.3% | $5,124+196.9% |