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 | $121,380 | $98,750+22.9% | $149,696-18.9% | $79,858+52.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.69% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $6,099 | $3,216+89.6% | $4,644+31.3% | $2,471+146.8% |
| Participant deferral / active EE | $10,410 | $5,680+83.3% | $6,842+52.1% | $3,740+178.3% |
| Admin fee / account holder | $3,891 | $6,053-35.7% | $9,309-58.2% | $5,306-26.7% |