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 | $102,831 | $70,669+45.5% | $169,368-39.3% | $75,163+36.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 18.52% | 36.36%-17.8pp | 405.60%-387.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $8,460 | $2,211+282.7% | $4,013+110.8% | $2,670+216.9% |
| Participant deferral / active EE | $10,778 | $4,311+150.0% | $6,221+73.2% | $4,125+161.3% |
| Admin fee / account holder | $16,973 | $5,402+214.2% | $9,003+88.5% | $5,651+200.4% |