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 | $132,505 | $58,208+127.6% | $81,812+62.0% | $80,856+63.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.02% | 41.66%-29.6pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,939 | $2,340+153.8% | $2,912+103.9% | $2,755+115.6% |
| Participant deferral / active EE | $7,053 | $3,281+115.0% | $4,319+63.3% | $4,296+64.2% |
| Admin fee / account holder | $7,779 | $4,981+56.2% | $7,386+5.3% | $6,918+12.4% |