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 | $142,901 | $64,839+120.4% | $95,585+49.5% | $84,808+68.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.22% | -670.96%+689.2pp | 38.56%-20.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,976 | $1,759+296.6% | $2,527+176.1% | $2,631+165.1% |
| Participant deferral / active EE | $4,998 | $2,965+68.6% | $4,023+24.3% | $4,212+18.7% |
| Admin fee / account holder | $8,539 | $5,964+43.2% | $6,127+39.4% | $7,344+16.3% |