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 | $108,117 | $214,378-49.6% | $200,582-46.1% | $142,382-24.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.96% | 46.41%-29.4pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $10,620 | $6,841+55.2% | $6,419+65.5% | $4,299+147.0% |
| Participant deferral / active EE | $13,684 | $9,865+38.7% | $9,331+46.6% | $6,507+110.3% |
| Admin fee / account holder | $7,308 | $17,692-58.7% | $16,305-55.2% | $12,624-42.1% |