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 | $117,014 | $102,616+14.0% | $81,983+42.7% | $158,922-26.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 9.55% | 61.04%-51.5pp | 41.31%-31.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $9,702 | $3,240+199.4% | $2,498+288.4% | $4,761+103.8% |
| Participant deferral / active EE | $7,541 | $4,648+62.2% | $3,722+102.6% | $5,982+26.1% |
| Admin fee / account holder | $681 | $8,235-91.7% | $5,664-88.0% | $11,246-93.9% |