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 | $99,046 | $53,127+86.4% | $86,590+14.4% | $70,131+41.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 21.93% | 27.66%-5.7pp | 964.84%-942.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $8,670 | $2,068+319.2% | $2,839+205.4% | $2,342+270.1% |
| Participant deferral / active EE | $9,665 | $2,696+258.5% | $3,609+167.8% | $3,332+190.1% |
| Admin fee / account holder | $2,472 | $3,585-31.1% | $4,906-49.6% | $4,645-46.8% |