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 | $138,550 | $91,190+51.9% | $178,490-22.4% | $79,858+73.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.94% | 24.19%-7.3pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $6,515 | $3,256+100.1% | $5,011+30.0% | $2,471+163.7% |
| Participant deferral / active EE | $2,596 | $3,236-19.8% | $5,202-50.1% | $3,740-30.6% |
| Admin fee / account holder | $9,540 | $6,751+41.3% | $13,984-31.8% | $5,306+79.8% |