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 | $102,700 | $105,859-3.0% | $90,160+13.9% | $147,584-30.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.43% | 37.63%-23.2pp | 34.88%-20.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $9,507 | $4,126+130.4% | $3,318+186.5% | $4,876+95.0% |
| Participant deferral / active EE | $7,773 | $5,733+35.6% | $5,288+47.0% | $5,439+42.9% |
| Admin fee / account holder | $960 | $8,046-88.1% | $5,943-83.8% | $10,885-91.2% |