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 | $143,569 | $61,789+132.4% | $97,167+47.8% | $80,874+77.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 23.19% | -557.90%+581.1pp | 75.27%-52.1pp | 35.62%-12.4pp |
| Employer contribution / active EE | $11,143 | $1,837+506.7% | $2,729+308.3% | $2,756+304.4% |
| Participant deferral / active EE | $5,134 | $3,028+69.5% | $4,264+20.4% | $4,297+19.5% |
| Admin fee / account holder | $8,195 | $5,168+58.6% | $5,650+45.0% | $6,935+18.2% |