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 | $124,731 | $73,933+68.7% | $96,683+29.0% | $75,163+65.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.15% | 26.70%-11.6pp | 35.69%-20.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $9,308 | $2,928+217.9% | $3,737+149.1% | $2,670+248.7% |
| Participant deferral / active EE | $8,690 | $3,659+137.5% | $4,878+78.1% | $4,125+110.7% |
| Admin fee / account holder | $19,766 | $5,216+278.9% | $6,730+193.7% | $5,651+249.8% |