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 | $107,677 | $49,227+118.7% | $70,449+52.8% | $79,858+34.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 20.43% | 30.06%-9.6pp | 109.03%-88.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $8,816 | $2,099+320.0% | $2,737+222.2% | $2,471+256.8% |
| Participant deferral / active EE | $7,501 | $2,768+171.0% | $3,709+102.3% | $3,740+100.6% |
| Admin fee / account holder | $6,175 | $2,878+114.5% | $3,845+60.6% | $5,306+16.4% |