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 | $110,797 | $69,207+60.1% | $64,056+73.0% | $139,434-20.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.71% | 45.88%-28.2pp | 33.69%-16.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $8,913 | $3,182+180.1% | $2,747+224.5% | $4,751+87.6% |
| Participant deferral / active EE | $12,988 | $4,682+177.4% | $3,880+234.7% | $6,710+93.5% |
| Admin fee / account holder | $2,195 | $4,244-48.3% | $3,068-28.5% | $11,403-80.8% |