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 | $83,554 | $109,359-23.6% | $162,163-48.5% | $72,985+14.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 29.18% | 25.46%+3.7pp | 115.59%-86.4pp | 81.00%-51.8pp |
| Employer contribution / active EE | $8,972 | $3,907+129.6% | $5,614+59.8% | $2,440+267.7% |
| Participant deferral / active EE | $14,225 | $5,481+159.5% | $7,298+94.9% | $3,607+294.3% |
| Admin fee / account holder | $23,668 | $7,972+196.9% | $10,843+118.3% | $5,124+361.9% |