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 | $101,623 | $78,422+29.6% | $95,952+5.9% | $79,858+27.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.14% | 19.37%-3.2pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,633 | $1,945+138.2% | $2,541+82.3% | $2,471+87.5% |
| Participant deferral / active EE | $4,356 | $3,440+26.6% | $4,167+4.5% | $3,740+16.5% |
| Admin fee / account holder | $6,497 | $5,622+15.6% | $6,795-4.4% | $5,306+22.4% |