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 | $133,969 | $57,354+133.6% | $83,848+59.8% | $64,186+108.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 9.84% | 11.38%-1.5pp | 850.88%-841.0pp | 7.63%+2.2pp |
| Employer contribution / active EE | $4,254 | $2,545+67.1% | $3,631+17.2% | $2,381+78.7% |
| Participant deferral / active EE | $6,843 | $2,993+128.6% | $4,082+67.7% | $3,470+97.2% |
| Admin fee / account holder | $14,634 | $4,046+261.7% | $5,478+167.1% | $4,888+199.4% |