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 | $109,216 | $46,553+134.6% | $64,056+70.5% | $75,163+45.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 28.84% | 26.03%+2.8pp | 33.69%-4.9pp | 160.62%-131.8pp |
| Employer contribution / active EE | $5,941 | $1,974+201.0% | $2,747+116.3% | $2,670+122.5% |
| Participant deferral / active EE | $9,088 | $2,837+220.4% | $3,880+134.2% | $4,125+120.3% |
| Admin fee / account holder | $9,512 | $2,952+222.2% | $3,068+210.0% | $5,651+68.3% |