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 | $106,188 | $58,694+80.9% | $142,863-25.7% | $85,850+23.7% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 12.13% | 27.72%-15.6pp | 5637.54%-5625.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $5,937 | $1,423+317.3% | $4,144+43.3% | $2,565+131.5% |
| Participant deferral / active EE | $5,331 | $2,607+104.5% | $3,837+38.9% | $3,952+34.9% |
| Admin fee / account holder | $8,055 | $4,239+90.0% | $6,560+22.8% | $6,260+28.7% |