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 | $143,346 | $58,828+143.7% | $77,999+83.8% | $62,891+127.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 9.09% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $6,712 | $1,672+301.5% | $2,470+171.7% | $2,281+194.3% |
| Participant deferral / active EE | $5,560 | $2,686+107.0% | $3,497+59.0% | $3,203+73.6% |
| Admin fee / account holder | $41,701 | $4,393+849.2% | $5,480+660.9% | $4,296+870.8% |