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 | $127,700 | $91,190+40.0% | $178,490-28.5% | $79,858+59.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.01% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $6,584 | $3,256+102.2% | $5,011+31.4% | $2,471+166.5% |
| Participant deferral / active EE | $5,025 | $3,236+55.3% | $5,202-3.4% | $3,740+34.3% |
| Admin fee / account holder | $1,014 | $6,751-85.0% | $13,984-92.7% | $5,306-80.9% |