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 | $102,946 | $68,547+50.2% | $120,354-14.5% | $80,856+27.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 16.50% | 23.60%-7.1pp | 107.15%-90.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $6,625 | $2,051+223.0% | $3,463+91.3% | $2,755+140.5% |
| Participant deferral / active EE | $7,210 | $3,173+127.2% | $4,991+44.5% | $4,296+67.8% |
| Admin fee / account holder | $19,728 | $5,732+244.2% | $9,423+109.4% | $6,918+185.2% |