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 | $104,092 | $52,353+98.8% | $120,225-13.4% | $82,448+26.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.95% | 61.85%-47.9pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,781 | $1,510+150.4% | $3,475+8.8% | $2,551+48.2% |
| Participant deferral / active EE | $7,643 | $2,627+191.0% | $3,999+91.1% | $4,139+84.6% |
| Admin fee / account holder | $10,271 | $4,363+135.4% | $5,696+80.3% | $7,234+42.0% |