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 | $121,085 | $61,156+98.0% | $185,823-34.8% | $79,386+52.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.48% | 19.45%-7.0pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $7,661 | $2,321+230.2% | $5,167+48.3% | $2,427+215.6% |
| Participant deferral / active EE | $6,972 | $2,789+150.0% | $5,568+25.2% | $4,046+72.3% |
| Admin fee / account holder | $4,616 | $710+550.5% | $16,237-71.6% | $626+636.8% |