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 | $154,775 | $89,355+73.2% | $141,162+9.6% | $72,985+112.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.63% | 111.85%-86.2pp | 71.39%-45.8pp | 81.00%-55.4pp |
| Employer contribution / active EE | $11,329 | $3,114+263.8% | $4,735+139.3% | $2,440+364.3% |
| Participant deferral / active EE | $11,746 | $5,418+116.8% | $6,709+75.1% | $3,607+225.6% |
| Admin fee / account holder | $7,352 | $5,958+23.4% | $10,261-28.4% | $5,124+43.5% |