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 | $130,545 | $54,705+138.6% | $71,209+83.3% | $84,808+53.9% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.2pp |
| Annual return | 16.89% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $10,762 | $2,158+398.7% | $2,721+295.5% | $2,631+309.0% |
| Participant deferral / active EE | $7,229 | $3,030+138.6% | $4,175+73.2% | $4,212+71.7% |
| Admin fee / account holder | $17,693 | $4,863+263.8% | $5,349+230.8% | $7,344+140.9% |