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 | $113,681 | $73,933+53.8% | $96,683+17.6% | $75,163+51.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.86% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $8,998 | $2,928+207.4% | $3,737+140.8% | $2,670+237.0% |
| Participant deferral / active EE | $7,228 | $3,659+97.6% | $4,878+48.2% | $4,125+75.2% |
| Admin fee / account holder | $4,403 | $5,216-15.6% | $6,730-34.6% | $5,651-22.1% |