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 | $106,732 | $46,553+129.3% | $64,056+66.6% | $75,163+42.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.90% | 26.03%-8.1pp | 33.69%-15.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $9,208 | $1,974+366.5% | $2,747+235.3% | $2,670+244.9% |
| Participant deferral / active EE | $5,607 | $2,837+97.7% | $3,880+44.5% | $4,125+35.9% |
| Admin fee / account holder | $3,693 | $2,952+25.1% | $3,068+20.4% | $5,651-34.6% |