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 | $109,312 | $91,190+19.9% | $178,490-38.8% | $79,858+36.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.16% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $9,256 | $3,256+184.3% | $5,011+84.7% | $2,471+274.6% |
| Participant deferral / active EE | $5,439 | $3,236+68.1% | $5,202+4.6% | $3,740+45.4% |
| Admin fee / account holder | $7,059 | $6,751+4.6% | $13,984-49.5% | $5,306+33.0% |