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 | $105,768 | $78,705+34.4% | $117,854-10.3% | $70,131+50.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.17% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,681 | $2,223+20.6% | $3,786-29.2% | $2,342+14.4% |
| Participant deferral / active EE | $11,137 | $3,297+237.8% | $4,482+148.5% | $3,332+234.3% |
| Admin fee / account holder | $518 | $5,065-89.8% | $8,020-93.5% | $4,645-88.8% |