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 | $138,534 | $58,208+138.0% | $81,812+69.3% | $80,856+71.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 19.28% | 41.66%-22.4pp | 773.79%-754.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $12,874 | $2,340+450.2% | $2,912+342.1% | $2,755+367.3% |
| Participant deferral / active EE | $11,695 | $3,281+256.5% | $4,319+170.8% | $4,296+172.2% |
| Admin fee / account holder | $2,006 | $4,981-59.7% | $7,386-72.8% | $6,918-71.0% |