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 | $134,589 | $48,046+180.1% | $84,611+59.1% | $72,985+84.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 30.13% | 37.38%-7.2pp | 258.74%-228.6pp | 81.00%-50.9pp |
| Employer contribution / active EE | $2,751 | $1,602+71.8% | $2,652+3.7% | $2,440+12.8% |
| Participant deferral / active EE | $7,343 | $2,680+174.0% | $3,899+88.4% | $3,607+103.6% |
| Admin fee / account holder | $18,254 | $3,395+437.7% | $4,912+271.6% | $5,124+256.2% |