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 | $127,835 | $98,750+29.5% | $149,696-14.6% | $79,858+60.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.98% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $5,722 | $3,216+77.9% | $4,644+23.2% | $2,471+131.6% |
| Participant deferral / active EE | $7,528 | $5,680+32.5% | $6,842+10.0% | $3,740+101.3% |
| Admin fee / account holder | $19,765 | $6,053+226.5% | $9,309+112.3% | $5,306+272.5% |