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 | $100,833 | $69,207+45.7% | $64,056+57.4% | $139,434-27.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.48% | 45.88%-32.4pp | 33.69%-20.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $19,338 | $3,182+507.7% | $2,747+604.1% | $4,751+307.0% |
| Participant deferral / active EE | $2,262 | $4,682-51.7% | $3,880-41.7% | $6,710-66.3% |
| Admin fee / account holder | $8,088 | $4,244+90.6% | $3,068+163.6% | $11,403-29.1% |