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 | $141,049 | $64,324+119.3% | $118,925+18.6% | $79,858+76.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 11.74% | 86.45%-74.7pp | 35.88%-24.1pp | 31.71%-20.0pp |
| Employer contribution / active EE | $10,827 | $1,836+489.6% | $3,263+231.9% | $2,471+338.2% |
| Participant deferral / active EE | $2,970 | $2,824+5.2% | $4,265-30.4% | $3,740-20.6% |
| Admin fee / account holder | $3,253 | $4,040-19.5% | $6,581-50.6% | $5,306-38.7% |