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 | $128,888 | $98,750+30.5% | $149,696-13.9% | $79,858+61.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.44% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $6,632 | $3,216+106.2% | $4,644+42.8% | $2,471+168.4% |
| Participant deferral / active EE | $6,867 | $5,680+20.9% | $6,842+0.4% | $3,740+83.6% |
| Admin fee / account holder | $1,557 | $6,053-74.3% | $9,309-83.3% | $5,306-70.7% |