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 | $102,846 | $80,717+27.4% | $154,803-33.6% | $84,808+21.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.14% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,031 | $2,761+154.6% | $4,305+63.3% | $2,631+167.2% |
| Participant deferral / active EE | $5,332 | $3,303+61.4% | $5,540-3.8% | $4,212+26.6% |
| Admin fee / account holder | $17,906 | $6,746+165.4% | $14,329+25.0% | $7,344+143.8% |