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 | $112,973 | $77,899+45.0% | $149,673-24.5% | $75,163+50.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.10% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $8,209 | $3,137+161.7% | $4,818+70.4% | $2,670+207.5% |
| Participant deferral / active EE | $6,484 | $3,411+90.1% | $5,680+14.2% | $4,125+57.2% |
| Admin fee / account holder | $664 | $5,956-88.9% | $13,210-95.0% | $5,651-88.2% |