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 | $102,217 | $63,140+61.9% | $304,612-66.4% | $116,462-12.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 81.9%+18.1pp | 74.7%+25.3pp |
| Annual return | 18.01% | 15.04%+3.0pp | 329.91%-311.9pp | 15.65%+2.4pp |
| Employer contribution / active EE | $4,385 | $2,385+83.8% | $7,476-41.3% | $3,231+35.7% |
| Participant deferral / active EE | $3,451 | $2,741+25.9% | $5,388-36.0% | $3,836-10.0% |
| Admin fee / account holder | $4,301 | $7,583-43.3% | $12,962-66.8% | $12,754-66.3% |