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 | $105,327 | $72,277+45.7% | $101,248+4.0% | $79,858+31.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.85% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $8,996 | $2,692+234.2% | $3,660+145.8% | $2,471+264.1% |
| Participant deferral / active EE | $6,383 | $3,282+94.5% | $4,370+46.1% | $3,740+70.7% |
| Admin fee / account holder | $1,475 | $4,400-66.5% | $5,945-75.2% | $5,306-72.2% |