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 | $137,897 | $89,355+54.3% | $141,162-2.3% | $72,985+88.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.49% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $5,346 | $3,114+71.7% | $4,735+12.9% | $2,440+119.1% |
| Participant deferral / active EE | $12,106 | $5,418+123.4% | $6,709+80.4% | $3,607+235.6% |
| Admin fee / account holder | $53,185 | $5,958+792.6% | $10,261+418.3% | $5,124+937.9% |