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 | $104,608 | $98,750+5.9% | $149,696-30.1% | $79,858+31.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.52% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $7,121 | $3,216+121.4% | $4,644+53.3% | $2,471+188.2% |
| Participant deferral / active EE | $6,447 | $5,680+13.5% | $6,842-5.8% | $3,740+72.4% |
| Admin fee / account holder | $25,643 | $6,053+323.7% | $9,309+175.5% | $5,306+383.3% |