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 | $128,343 | $91,190+40.7% | $178,490-28.1% | $79,858+60.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.11% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $8,422 | $3,256+158.7% | $5,011+68.1% | $2,471+240.9% |
| Participant deferral / active EE | $3,601 | $3,236+11.3% | $5,202-30.8% | $3,740-3.7% |
| Admin fee / account holder | $7,807 | $6,751+15.6% | $13,984-44.2% | $5,306+47.1% |