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 | $104,395 | $57,354+82.0% | $83,848+24.5% | $64,186+62.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 14.87% | 11.38%+3.5pp | 850.88%-836.0pp | 7.63%+7.2pp |
| Employer contribution / active EE | $8,495 | $2,545+233.8% | $3,631+134.0% | $2,381+256.8% |
| Participant deferral / active EE | $7,347 | $2,993+145.5% | $4,082+80.0% | $3,470+111.7% |
| Admin fee / account holder | $1,852 | $4,046-54.2% | $5,478-66.2% | $4,888-62.1% |