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 | $105,956 | $56,317+88.1% | $71,209+48.8% | $74,304+42.6% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 14.56% | 42.83%-28.3pp | 282.51%-267.9pp | 29.43%-14.9pp |
| Employer contribution / active EE | $6,676 | $2,160+209.1% | $2,721+145.4% | $2,241+197.9% |
| Participant deferral / active EE | $5,234 | $2,788+87.7% | $4,175+25.4% | $3,767+38.9% |
| Admin fee / account holder | $16,941 | $2,290+639.9% | $5,349+216.7% | $2,969+470.6% |