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 | $149,300 | $72,071+107.2% | $68,368+118.4% | $137,256+8.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 22.29% | 353.14%-330.9pp | 292.57%-270.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $7,884 | $2,788+182.8% | $2,649+197.6% | $4,156+89.7% |
| Participant deferral / active EE | $2,486 | $4,410-43.6% | $4,123-39.7% | $6,407-61.2% |
| Admin fee / account holder | $6,663 | $5,336+24.9% | $5,150+29.4% | $12,270-45.7% |