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 | $100,986 | $78,422+28.8% | $95,952+5.2% | $79,858+26.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 25.96% | 19.37%+6.6pp | 91.61%-65.7pp | 31.71%-5.8pp |
| Employer contribution / active EE | $10,000 | $1,945+414.1% | $2,541+293.5% | $2,471+304.7% |
| Participant deferral / active EE | $4,725 | $3,440+37.3% | $4,167+13.4% | $3,740+26.3% |
| Admin fee / account holder | $1,360 | $5,622-75.8% | $6,795-80.0% | $5,306-74.4% |