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 | $117,028 | $78,422+49.2% | $95,952+22.0% | $79,858+46.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.01% | 19.37%-5.4pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $5,344 | $1,945+174.8% | $2,541+110.3% | $2,471+116.3% |
| Participant deferral / active EE | $4,712 | $3,440+37.0% | $4,167+13.1% | $3,740+26.0% |
| Admin fee / account holder | $1,493 | $5,622-73.4% | $6,795-78.0% | $5,306-71.9% |