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 | $174,833 | $102,317+70.9% | $146,958+19.0% | $80,856+116.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.79% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $7,296 | $3,713+96.5% | $4,933+47.9% | $2,755+164.9% |
| Participant deferral / active EE | $8,648 | $6,644+30.2% | $8,070+7.2% | $4,296+101.3% |
| Admin fee / account holder | $10,459 | $7,941+31.7% | $12,998-19.5% | $6,918+51.2% |