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 | $94,496 | $58,828+60.6% | $77,999+21.2% | $62,891+50.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.35% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $7,213 | $1,672+331.5% | $2,470+192.0% | $2,281+216.2% |
| Participant deferral / active EE | $5,328 | $2,686+98.4% | $3,497+52.4% | $3,203+66.4% |
| Admin fee / account holder | $2,304 | $4,393-47.6% | $5,480-58.0% | $4,296-46.4% |