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 | $143,502 | $81,248+76.6% | $155,509-7.7% | $80,856+77.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.29% | 33.31%-12.0pp | 64.67%-43.4pp | 35.59%-14.3pp |
| Employer contribution / active EE | $8,208 | $3,100+164.8% | $4,672+75.7% | $2,755+198.0% |
| Participant deferral / active EE | $8,238 | $3,452+138.7% | $5,626+46.4% | $4,296+91.8% |
| Admin fee / account holder | $40,638 | $7,997+408.1% | $15,912+155.4% | $6,918+487.4% |