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 | $106,680 | $54,705+95.0% | $71,209+49.8% | $84,808+25.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 22.19% | 35.90%-13.7pp | 282.51%-260.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $5,553 | $2,158+157.3% | $2,721+104.1% | $2,631+111.1% |
| Participant deferral / active EE | $6,468 | $3,030+113.4% | $4,175+54.9% | $4,212+53.6% |
| Admin fee / account holder | $6,835 | $4,863+40.5% | $5,349+27.8% | $7,344-6.9% |