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 | $101,000 | $84,233+19.9% | $170,442-40.7% | $70,131+44.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.05% | 23.06%-5.0pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $8,475 | $3,387+150.2% | $5,433+56.0% | $2,342+261.8% |
| Participant deferral / active EE | $1,765 | $3,086-42.8% | $4,939-64.3% | $3,332-47.0% |
| Admin fee / account holder | $9,965 | $5,698+74.9% | $13,880-28.2% | $4,645+114.5% |