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 | $124,230 | $78,422+58.4% | $95,952+29.5% | $79,858+55.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.15% | 19.37%-8.2pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $6,975 | $1,945+258.6% | $2,541+174.5% | $2,471+182.3% |
| Participant deferral / active EE | $6,792 | $3,440+97.4% | $4,167+63.0% | $3,740+81.6% |
| Admin fee / account holder | $13,272 | $5,622+136.1% | $6,795+95.3% | $5,306+150.1% |