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 | $90,879 | $58,208+56.1% | $81,812+11.1% | $80,856+12.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.08% | 41.66%-28.6pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,024 | $2,340+29.2% | $2,912+3.8% | $2,755+9.8% |
| Participant deferral / active EE | $6,559 | $3,281+99.9% | $4,319+51.9% | $4,296+52.7% |
| Admin fee / account holder | $14,624 | $4,981+193.6% | $7,386+98.0% | $6,918+111.4% |