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 4-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 | $121,754 | $54,705+122.6% | $71,209+71.0% | $84,808+43.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 20.49% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $16,128 | $2,158+647.4% | $2,721+492.7% | $2,631+513.0% |
| Participant deferral / active EE | $16,594 | $3,030+447.6% | $4,175+297.5% | $4,212+294.0% |
| Admin fee / account holder | $13,915 | $4,863+186.1% | $5,349+160.1% | $7,344+89.5% |