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 | $111,908 | $63,346+76.7% | $92,233+21.3% | $70,131+59.6% |
| Participation rate | 98.6% | 68.7%+29.9pp | 76.5%+22.1pp | 69.5%+29.0pp |
| Annual return | 15.10% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.0pp |
| Employer contribution / active EE | $12,296 | $2,471+397.6% | $3,679+234.2% | $2,342+424.9% |
| Participant deferral / active EE | $2,893 | $2,854+1.4% | $3,897-25.8% | $3,332-13.2% |
| Admin fee / account holder | $677 | $3,840-82.4% | $5,194-87.0% | $4,645-85.4% |