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 | $136,942 | $84,233+62.6% | $170,442-19.7% | $70,131+95.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.09% | 23.06%-8.0pp | 205.93%-190.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $7,859 | $3,387+132.0% | $5,433+44.7% | $2,342+235.5% |
| Participant deferral / active EE | $5,608 | $3,086+81.7% | $4,939+13.5% | $3,332+68.3% |
| Admin fee / account holder | $28,513 | $5,698+400.4% | $13,880+105.4% | $4,645+513.8% |