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 | $29,319+376.6% | $52,425+166.5% | $82,448+69.5% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 15.68% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-26.0pp |
| Employer contribution / active EE | $6,040 | $586+930.0% | $914+560.7% | $2,551+136.8% |
| Participant deferral / active EE | $12,732 | $1,171+987.0% | $1,790+611.1% | $4,139+207.6% |
| Admin fee / account holder | $27,956 | $1,962+1324.8% | $2,495+1020.5% | $7,234+286.4% |