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 | $105,411 | $77,899+35.3% | $149,673-29.6% | $75,163+40.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.77% | 31.72%-15.0pp | 134.42%-117.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $9,569 | $3,137+205.0% | $4,818+98.6% | $2,670+258.4% |
| Participant deferral / active EE | $8,890 | $3,411+160.6% | $5,680+56.5% | $4,125+115.5% |
| Admin fee / account holder | $1,547 | $5,956-74.0% | $13,210-88.3% | $5,651-72.6% |