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 | $111,286 | $84,233+32.1% | $170,442-34.7% | $70,131+58.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.59% | 23.06%-7.5pp | 205.93%-190.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $6,628 | $3,387+95.7% | $5,433+22.0% | $2,342+183.0% |
| Participant deferral / active EE | $5,725 | $3,086+85.5% | $4,939+15.9% | $3,332+71.8% |
| Admin fee / account holder | $890 | $5,698-84.4% | $13,880-93.6% | $4,645-80.8% |