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 | $144,794 | $64,839+123.3% | $95,585+51.5% | $84,808+70.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 16.68% | -670.96%+687.6pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,059 | $1,759+73.9% | $2,527+21.1% | $2,631+16.3% |
| Participant deferral / active EE | $3,616 | $2,965+22.0% | $4,023-10.1% | $4,212-14.1% |
| Admin fee / account holder | $19,718 | $5,964+230.6% | $6,127+221.8% | $7,344+168.5% |