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 | $119,508 | $69,518+71.9% | $59,878+99.6% | $135,375-11.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.63% | 7.94%+1.7pp | 3.46%+6.2pp | 519.73%-510.1pp |
| Employer contribution / active EE | $9,547 | $3,235+195.1% | $2,722+250.8% | $4,779+99.8% |
| Participant deferral / active EE | $3,157 | $4,206-24.9% | $3,402-7.2% | $5,609-43.7% |
| Admin fee / account holder | $3,500 | $5,734-39.0% | $3,590-2.5% | $10,827-67.7% |