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 | $129,780 | $58,828+120.6% | $77,999+66.4% | $62,891+106.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.54% | 17.16%-8.6pp | 425.96%-417.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $6,550 | $1,672+291.8% | $2,470+165.2% | $2,281+187.2% |
| Participant deferral / active EE | $4,805 | $2,686+78.9% | $3,497+37.4% | $3,203+50.0% |
| Admin fee / account holder | $5,034 | $4,393+14.6% | $5,480-8.1% | $4,296+17.2% |