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 | $105,947 | $69,207+53.1% | $64,056+65.4% | $139,434-24.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.54% | 45.88%-25.3pp | 33.69%-13.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $7,194 | $3,182+126.1% | $2,747+161.9% | $4,751+51.4% |
| Participant deferral / active EE | $8,177 | $4,682+74.7% | $3,880+110.7% | $6,710+21.9% |
| Admin fee / account holder | $435 | $4,244-89.8% | $3,068-85.8% | $11,403-96.2% |