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 | $139,733 | $30,400+359.6% | $53,898+159.3% | $84,808+64.8% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 15.68% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,040 | $603+902.2% | $932+548.0% | $2,631+129.6% |
| Participant deferral / active EE | $12,732 | $1,199+962.3% | $1,826+597.2% | $4,212+202.3% |
| Admin fee / account holder | $27,956 | $1,993+1302.5% | $2,491+1022.4% | $7,344+280.7% |