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 | $129,475 | $72,277+79.1% | $101,248+27.9% | $79,858+62.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.36% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.4pp |
| Employer contribution / active EE | $9,306 | $2,692+245.7% | $3,660+154.3% | $2,471+276.6% |
| Participant deferral / active EE | $9,518 | $3,282+190.0% | $4,370+117.8% | $3,740+154.5% |
| Admin fee / account holder | $1,061 | $4,400-75.9% | $5,945-82.1% | $5,306-80.0% |