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 | $116,967 | $86,286+35.6% | $111,297+5.1% | $85,850+36.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 20.80% | 19.99%+0.8pp | 54.65%-33.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $5,128 | $2,043+151.0% | $2,731+87.8% | $2,565+99.9% |
| Participant deferral / active EE | $6,437 | $3,641+76.8% | $4,487+43.4% | $3,952+62.9% |
| Admin fee / account holder | $17,748 | $8,188+116.8% | $7,964+122.9% | $6,260+183.5% |