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 4-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 | $153,683 | $81,248+89.2% | $155,509-1.2% | $80,856+90.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.19% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $10,272 | $3,100+231.3% | $4,672+119.8% | $2,755+272.9% |
| Participant deferral / active EE | $8,725 | $3,452+152.8% | $5,626+55.1% | $4,296+103.1% |
| Admin fee / account holder | $53,877 | $7,997+573.7% | $15,912+238.6% | $6,918+678.8% |