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 | $99,319 | $98,750+0.6% | $149,696-33.7% | $79,858+24.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.46% | 27.43%-15.0pp | 276.60%-264.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,166 | $3,216+29.5% | $4,644-10.3% | $2,471+68.6% |
| Participant deferral / active EE | $7,751 | $5,680+36.5% | $6,842+13.3% | $3,740+107.3% |
| Admin fee / account holder | $22,816 | $6,053+277.0% | $9,309+145.1% | $5,306+330.0% |