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 | $138,716 | $77,899+78.1% | $149,673-7.3% | $75,163+84.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.53% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $8,778 | $3,137+179.8% | $4,818+82.2% | $2,670+228.8% |
| Participant deferral / active EE | $5,888 | $3,411+72.6% | $5,680+3.7% | $4,125+42.7% |
| Admin fee / account holder | $4,080 | $5,956-31.5% | $13,210-69.1% | $5,651-27.8% |