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 | $95,053 | $49,227+93.1% | $70,449+34.9% | $79,858+19.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.78% | 30.06%-22.3pp | 109.03%-101.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $9,664 | $2,099+360.4% | $2,737+253.1% | $2,471+291.1% |
| Participant deferral / active EE | $6,571 | $2,768+137.4% | $3,709+77.2% | $3,740+75.7% |
| Admin fee / account holder | $9,983 | $2,878+246.9% | $3,845+159.6% | $5,306+88.1% |