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 | $119,516 | $65,041+83.8% | $90,951+31.4% | $79,858+49.7% |
| Participation rate | 98.4% | 61.6%+36.8pp | 69.0%+29.4pp | 69.6%+28.8pp |
| Annual return | 16.93% | 30.45%-13.5pp | 134.60%-117.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $6,656 | $1,247+433.7% | $2,122+213.7% | $2,471+169.4% |
| Participant deferral / active EE | $2,906 | $2,512+15.7% | $3,373-13.8% | $3,740-22.3% |
| Admin fee / account holder | $7,308 | $4,536+61.1% | $5,959+22.6% | $5,306+37.7% |