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 | $133,353 | $49,227+170.9% | $70,449+89.3% | $79,858+67.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.21% | 30.06%-11.9pp | 109.03%-90.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $9,098 | $2,099+333.5% | $2,737+232.5% | $2,471+268.2% |
| Participant deferral / active EE | $8,522 | $2,768+207.9% | $3,709+129.8% | $3,740+127.9% |
| Admin fee / account holder | $2,133 | $2,878-25.9% | $3,845-44.5% | $5,306-59.8% |