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 | $109,633 | $49,227+122.7% | $70,449+55.6% | $79,858+37.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 27.60% | 30.06%-2.5pp | 109.03%-81.4pp | 31.71%-4.1pp |
| Employer contribution / active EE | $6,096 | $2,099+190.4% | $2,737+122.7% | $2,471+146.7% |
| Participant deferral / active EE | $8,993 | $2,768+224.9% | $3,709+142.5% | $3,740+140.4% |
| Admin fee / account holder | $7,687 | $2,878+167.1% | $3,845+99.9% | $5,306+44.9% |