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 | $53,516+94.5% | $126,539-17.7% | $84,808+22.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.95% | 58.34%-44.4pp | 425.95%-412.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,781 | $1,535+146.4% | $3,674+2.9% | $2,631+43.7% |
| Participant deferral / active EE | $7,643 | $2,671+186.2% | $4,083+87.2% | $4,212+81.5% |
| Admin fee / account holder | $10,271 | $4,497+128.4% | $6,065+69.4% | $7,344+39.9% |