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 | $125,716 | $85,202+47.6% | $172,739-27.2% | $72,985+72.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.78% | 27.32%-7.5pp | 802.84%-783.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $7,434 | $3,324+123.6% | $5,143+44.6% | $2,440+204.7% |
| Participant deferral / active EE | $7,637 | $3,260+134.3% | $5,198+46.9% | $3,607+111.7% |
| Admin fee / account holder | $25,308 | $5,884+330.1% | $13,954+81.4% | $5,124+393.9% |