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 | $115,527 | $98,750+17.0% | $149,696-22.8% | $79,858+44.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.66% | 27.43%-14.8pp | 276.60%-263.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $10,160 | $3,216+215.9% | $4,644+118.8% | $2,471+311.2% |
| Participant deferral / active EE | $5,342 | $5,680-6.0% | $6,842-21.9% | $3,740+42.8% |
| Admin fee / account holder | $9,003 | $6,053+48.8% | $9,309-3.3% | $5,306+69.7% |