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 | $126,699 | $54,705+131.6% | $71,209+77.9% | $84,808+49.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.98% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,022 | $2,158+132.7% | $2,721+84.6% | $2,631+90.9% |
| Participant deferral / active EE | $5,525 | $3,030+82.3% | $4,175+32.3% | $4,212+31.2% |
| Admin fee / account holder | $18,935 | $4,863+289.3% | $5,349+254.0% | $7,344+157.8% |