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 | $145,399 | $77,164+88.4% | $178,014-18.3% | $80,874+79.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.24% | 18.09%-4.8pp | 294.80%-281.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $3,249 | $2,288+42.0% | $3,950-17.8% | $2,756+17.9% |
| Participant deferral / active EE | $9,652 | $4,408+119.0% | $6,276+53.8% | $4,297+124.6% |
| Admin fee / account holder | $24,893 | $7,164+247.5% | $10,362+140.2% | $6,935+258.9% |