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 | $97,104 | $54,705+77.5% | $71,209+36.4% | $84,808+14.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.68% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $12,253 | $2,158+467.8% | $2,721+350.3% | $2,631+365.7% |
| Participant deferral / active EE | $7,797 | $3,030+157.3% | $4,175+86.7% | $4,212+85.1% |
| Admin fee / account holder | $3,433 | $4,863-29.4% | $5,349-35.8% | $7,344-53.3% |