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 | $161,980 | $30,400+432.8% | $53,898+200.5% | $84,808+91.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 15.68% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,375 | $603+294.0% | $932+154.8% | $2,631-9.7% |
| Participant deferral / active EE | $10,688 | $1,199+791.7% | $1,826+485.2% | $4,212+153.8% |
| Admin fee / account holder | $2,798 | $1,993+40.3% | $2,491+12.3% | $7,344-61.9% |