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 | $142,355 | $54,705+160.2% | $71,209+99.9% | $84,808+67.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.57% | 35.90%-16.3pp | 282.51%-262.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $9,831 | $2,158+355.6% | $2,721+261.3% | $2,631+273.7% |
| Participant deferral / active EE | $8,584 | $3,030+183.3% | $4,175+105.6% | $4,212+103.8% |
| Admin fee / account holder | $22,588 | $4,863+364.5% | $5,349+322.3% | $7,344+207.6% |