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 | $125,950 | $65,395+92.6% | $182,532-31.0% | $72,985+72.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 18.39% | 27.68%-9.3pp | 148.54%-130.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $9,008 | $1,911+371.4% | $4,076+121.0% | $2,440+269.2% |
| Participant deferral / active EE | $6,000 | $3,563+68.4% | $5,524+8.6% | $3,607+66.3% |
| Admin fee / account holder | $7,993 | $4,245+88.3% | $8,592-7.0% | $5,124+56.0% |