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 | $93,908 | $46,553+101.7% | $64,056+46.6% | $75,163+24.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 22.61% | 26.03%-3.4pp | 33.69%-11.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $8,918 | $1,974+351.8% | $2,747+224.7% | $2,670+234.0% |
| Participant deferral / active EE | $8,215 | $2,837+189.6% | $3,880+111.7% | $4,125+99.1% |
| Admin fee / account holder | $6,967 | $2,952+136.0% | $3,068+127.1% | $5,651+23.3% |