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 | $117,342 | $73,933+58.7% | $96,683+21.4% | $75,163+56.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.71% | 26.70%-5.0pp | 35.69%-14.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $6,784 | $2,928+131.7% | $3,737+81.5% | $2,670+154.1% |
| Participant deferral / active EE | $7,543 | $3,659+106.2% | $4,878+54.6% | $4,125+82.9% |
| Admin fee / account holder | $3,509 | $5,216-32.7% | $6,730-47.9% | $5,651-37.9% |