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 | $124,996 | $86,286+44.9% | $111,297+12.3% | $85,850+45.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 23.81% | 19.99%+3.8pp | 54.65%-30.8pp | 318.53%-294.7pp |
| Employer contribution / active EE | $11,105 | $2,043+443.5% | $2,731+306.6% | $2,565+332.9% |
| Participant deferral / active EE | $9,705 | $3,641+166.6% | $4,487+116.3% | $3,952+145.6% |
| Admin fee / account holder | $20,804 | $8,188+154.1% | $7,964+161.2% | $6,260+232.3% |