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 | $128,653 | $77,634+65.7% | $156,549-17.8% | $62,891+104.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.23% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $7,738 | $3,444+124.7% | $5,501+40.7% | $2,281+239.3% |
| Participant deferral / active EE | $5,027 | $3,045+65.1% | $4,871+3.2% | $3,203+56.9% |
| Admin fee / account holder | $4,213 | $5,561-24.2% | $13,027-67.7% | $4,296-1.9% |