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 | $122,130 | $64,839+88.4% | $95,585+27.8% | $84,808+44.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.20% | -670.96%+685.2pp | 38.56%-24.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $9,197 | $1,759+422.9% | $2,527+264.0% | $2,631+249.6% |
| Participant deferral / active EE | $6,096 | $2,965+105.6% | $4,023+51.5% | $4,212+44.7% |
| Admin fee / account holder | $4,198 | $5,964-29.6% | $6,127-31.5% | $7,344-42.8% |