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 | $78,183 | $89,355-12.5% | $141,162-44.6% | $72,985+7.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.32% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $4,172 | $3,114+34.0% | $4,735-11.9% | $2,440+71.0% |
| Participant deferral / active EE | $12,290 | $5,418+126.8% | $6,709+83.2% | $3,607+240.7% |
| Admin fee / account holder | $20,953 | $5,958+251.7% | $10,261+104.2% | $5,124+308.9% |