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 | $113,270 | $98,750+14.7% | $149,696-24.3% | $79,858+41.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.79% | 27.43%-14.6pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $6,433 | $3,216+100.0% | $4,644+38.5% | $2,471+160.4% |
| Participant deferral / active EE | $3,904 | $5,680-31.3% | $6,842-42.9% | $3,740+4.4% |
| Admin fee / account holder | $305 | $6,053-95.0% | $9,309-96.7% | $5,306-94.3% |