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 | $105,802 | $64,324+64.5% | $118,925-11.0% | $79,858+32.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 13.21% | 86.45%-73.2pp | 35.88%-22.7pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,272 | $1,836+132.6% | $3,263+30.9% | $2,471+72.9% |
| Participant deferral / active EE | $2,836 | $2,824+0.4% | $4,265-33.5% | $3,740-24.2% |
| Admin fee / account holder | $2,433 | $4,040-39.8% | $6,581-63.0% | $5,306-54.2% |