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 | $132,666 | $57,354+131.3% | $83,848+58.2% | $64,186+106.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 37.06% | 11.38%+25.7pp | 850.88%-813.8pp | 7.63%+29.4pp |
| Employer contribution / active EE | $12,838 | $2,545+404.4% | $3,631+253.6% | $2,381+439.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,314 | $4,046-18.1% | $5,478-39.5% | $4,888-32.2% |