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 | $141,984 | $89,753+58.2% | $107,525+32.0% | $84,808+67.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.00% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $14,047 | $3,113+351.2% | $3,754+274.2% | $2,631+433.9% |
| Participant deferral / active EE | $7,776 | $4,056+91.7% | $5,116+52.0% | $4,212+84.6% |
| Admin fee / account holder | $4,319 | $7,222-40.2% | $8,919-51.6% | $7,344-41.2% |