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 | $135,921 | $91,190+49.1% | $178,490-23.8% | $79,858+70.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.79% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $7,656 | $3,256+135.2% | $5,011+52.8% | $2,471+209.9% |
| Participant deferral / active EE | $6,838 | $3,236+111.3% | $5,202+31.5% | $3,740+82.8% |
| Admin fee / account holder | $10,506 | $6,751+55.6% | $13,984-24.9% | $5,306+98.0% |