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 | $100,957 | $85,766+17.7% | $136,294-25.9% | $70,131+44.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.28% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $8,150 | $2,966+174.8% | $4,695+73.6% | $2,342+247.9% |
| Participant deferral / active EE | $13,180 | $5,051+160.9% | $6,247+111.0% | $3,332+295.6% |
| Admin fee / account holder | $6,977 | $5,420+28.7% | $9,243-24.5% | $4,645+50.2% |