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 | $136,156 | $54,705+148.9% | $71,209+91.2% | $84,808+60.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.98% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,935 | $2,158+36.0% | $2,721+7.9% | $2,631+11.6% |
| Participant deferral / active EE | $5,104 | $3,030+68.4% | $4,175+22.2% | $4,212+21.2% |
| Admin fee / account holder | $13,732 | $4,863+182.3% | $5,349+156.7% | $7,344+87.0% |