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 | $161,037 | $61,774+160.7% | $97,226+65.6% | $80,856+99.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.38% | -557.90%+571.3pp | 75.13%-61.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $13,152 | $1,837+616.1% | $2,729+382.0% | $2,755+377.4% |
| Participant deferral / active EE | $5,903 | $3,029+94.9% | $4,264+38.4% | $4,296+37.4% |
| Admin fee / account holder | $6,287 | $5,166+21.7% | $5,654+11.2% | $6,918-9.1% |