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 | $106,586 | $89,355+19.3% | $141,162-24.5% | $72,985+46.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.62% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $5,328 | $3,114+71.1% | $4,735+12.5% | $2,440+118.4% |
| Participant deferral / active EE | $8,311 | $5,418+53.4% | $6,709+23.9% | $3,607+130.4% |
| Admin fee / account holder | $8,420 | $5,958+41.3% | $10,261-17.9% | $5,124+64.3% |