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 | $108,731 | $48,795+122.8% | $65,493+66.0% | $84,808+28.2% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 18.39% | 20.20%-1.8pp | 982.45%-964.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,328 | $1,930+72.5% | $2,574+29.3% | $2,631+26.5% |
| Participant deferral / active EE | $9,690 | $2,928+230.9% | $3,961+144.6% | $4,212+130.1% |
| Admin fee / account holder | $2,568 | $3,877-33.8% | $5,028-48.9% | $7,344-65.0% |