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 | $105,011 | $54,705+92.0% | $71,209+47.5% | $84,808+23.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.84% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,410 | $2,158+104.4% | $2,721+62.1% | $2,631+67.6% |
| Participant deferral / active EE | $7,426 | $3,030+145.0% | $4,175+77.9% | $4,212+76.3% |
| Admin fee / account holder | $8,129 | $4,863+67.2% | $5,349+52.0% | $7,344+10.7% |