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 | $120,557 | $48,795+147.1% | $65,493+84.1% | $84,808+42.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.99% | 20.20%-6.2pp | 982.45%-968.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $8,802 | $1,930+356.2% | $2,574+241.9% | $2,631+234.6% |
| Participant deferral / active EE | $7,840 | $2,928+167.7% | $3,961+97.9% | $4,212+86.2% |
| Admin fee / account holder | $6,946 | $3,877+79.2% | $5,028+38.1% | $7,344-5.4% |