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 | $118,043 | $96,635+22.2% | $86,612+36.3% | $139,434-15.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.67% | 106.41%-88.7pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $12,010 | $3,263+268.1% | $3,022+297.4% | $4,751+152.8% |
| Participant deferral / active EE | $19,078 | $4,836+294.5% | $4,438+329.9% | $6,710+184.3% |
| Admin fee / account holder | $21,525 | $6,408+235.9% | $5,614+283.4% | $11,403+88.8% |