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 | $179,096 | $63,346+182.7% | $92,233+94.2% | $70,131+155.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.87% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $11,425 | $2,471+362.3% | $3,679+210.5% | $2,342+387.7% |
| Participant deferral / active EE | $1,347 | $2,854-52.8% | $3,897-65.4% | $3,332-59.6% |
| Admin fee / account holder | $8,438 | $3,840+119.7% | $5,194+62.5% | $4,645+81.7% |