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 | $99,231 | $30,400+226.4% | $53,898+84.1% | $84,808+17.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 20.72% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,473 | $603+310.3% | $932+165.3% | $2,631-6.0% |
| Participant deferral / active EE | $4,951 | $1,199+313.1% | $1,826+171.1% | $4,212+17.6% |
| Admin fee / account holder | $971 | $1,993-51.3% | $2,491-61.0% | $7,344-86.8% |