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 | $104,822 | $69,518+50.8% | $59,878+75.1% | $135,375-22.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 13.18% | 7.94%+5.2pp | 3.46%+9.7pp | 519.73%-506.6pp |
| Employer contribution / active EE | $6,413 | $3,235+98.3% | $2,722+135.6% | $4,779+34.2% |
| Participant deferral / active EE | $7,283 | $4,206+73.2% | $3,402+114.1% | $5,609+29.9% |
| Admin fee / account holder | $7,831 | $5,734+36.6% | $3,590+118.1% | $10,827-27.7% |