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 | $113,872 | $57,354+98.5% | $83,848+35.8% | $64,186+77.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 5.64% | 11.38%-5.7pp | 850.88%-845.2pp | 7.63%-2.0pp |
| Employer contribution / active EE | $3,870 | $2,545+52.1% | $3,631+6.6% | $2,381+62.6% |
| Participant deferral / active EE | $4,300 | $2,993+43.6% | $4,082+5.3% | $3,470+23.9% |
| Admin fee / account holder | $17,266 | $4,046+326.8% | $5,478+215.2% | $4,888+253.2% |