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 | $128,570 | $55,453+131.9% | $170,442-24.6% | $62,292+106.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.04% | 21.38%-3.3pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $6,344 | $2,164+193.2% | $5,433+16.8% | $2,042+210.6% |
| Participant deferral / active EE | $4,956 | $2,303+115.2% | $4,939+0.3% | $3,169+56.4% |
| Admin fee / account holder | $27,280 | $455+5894.9% | $13,880+96.5% | $479+5591.1% |