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 | $128,763 | $70,428+82.8% | $96,562+33.3% | $85,850+50.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.64% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $6,076 | $1,413+330.0% | $2,356+157.8% | $2,565+136.9% |
| Participant deferral / active EE | $7,263 | $2,894+151.0% | $3,849+88.7% | $3,952+83.8% |
| Admin fee / account holder | $5,988 | $4,997+19.8% | $6,181-3.1% | $6,260-4.3% |