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 | $138,787 | $95,416+45.5% | $185,823-25.3% | $85,850+61.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.60% | 23.59%-10.0pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $9,604 | $3,314+189.8% | $5,167+85.9% | $2,565+274.4% |
| Participant deferral / active EE | $6,030 | $3,423+76.1% | $5,568+8.3% | $3,952+52.6% |
| Admin fee / account holder | $931 | $7,213-87.1% | $16,237-94.3% | $6,260-85.1% |