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 | $117,367 | $53,822+118.1% | $75,696+55.1% | $85,850+36.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 22.98% | 24.54%-1.6pp | 104.53%-81.5pp | 318.53%-295.6pp |
| Employer contribution / active EE | $3,628 | $2,017+79.9% | $2,743+32.3% | $2,565+41.5% |
| Participant deferral / active EE | $5,708 | $2,895+97.2% | $3,821+49.4% | $3,952+44.4% |
| Admin fee / account holder | $16,487 | $3,343+393.2% | $3,619+355.6% | $6,260+163.4% |