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 | $104,609 | $65,409+59.9% | $98,442+6.3% | $85,850+21.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.33% | 21.76%-4.4pp | 1492.73%-1475.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $11,234 | $2,168+418.2% | $2,960+279.6% | $2,565+338.0% |
| Participant deferral / active EE | $7,793 | $3,166+146.1% | $4,276+82.2% | $3,952+97.2% |
| Admin fee / account holder | $8,350 | $4,593+81.8% | $5,949+40.4% | $6,260+33.4% |