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 | $131,054 | $95,416+37.3% | $185,823-29.5% | $85,850+52.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.03% | 23.59%-8.6pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $8,746 | $3,314+163.9% | $5,167+69.3% | $2,565+240.9% |
| Participant deferral / active EE | $5,873 | $3,423+71.6% | $5,568+5.5% | $3,952+48.6% |
| Admin fee / account holder | $41,855 | $7,213+480.3% | $16,237+157.8% | $6,260+568.6% |