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 | $131,432 | $53,822+144.2% | $75,696+73.6% | $85,850+53.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 45.51% | 24.54%+21.0pp | 104.53%-59.0pp | 318.53%-273.0pp |
| Employer contribution / active EE | $10,922 | $2,017+441.6% | $2,743+298.2% | $2,565+325.8% |
| Participant deferral / active EE | $3,299 | $2,895+13.9% | $3,821-13.7% | $3,952-16.5% |
| Admin fee / account holder | $2,941 | $3,343-12.0% | $3,619-18.7% | $6,260-53.0% |