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 5-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 | $187,409 | $100,326+86.8% | $180,183+4.0% | $84,808+121.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 15.24% | 17.86%-2.6pp | 27.86%-12.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $9,270 | $3,269+183.6% | $5,039+84.0% | $2,631+252.3% |
| Participant deferral / active EE | $25,395 | $5,066+401.3% | $6,822+272.2% | $4,212+503.0% |
| Admin fee / account holder | $51,698 | $9,674+434.4% | $19,975+158.8% | $7,344+604.0% |