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 | $101,434 | $69,518+45.9% | $59,878+69.4% | $135,375-25.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 13.06% | 7.94%+5.1pp | 3.46%+9.6pp | 519.73%-506.7pp |
| Employer contribution / active EE | $6,900 | $3,235+113.3% | $2,722+153.5% | $4,779+44.4% |
| Participant deferral / active EE | $2,559 | $4,206-39.1% | $3,402-24.8% | $5,609-54.4% |
| Admin fee / account holder | $792 | $5,734-86.2% | $3,590-77.9% | $10,827-92.7% |