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 | $102,523 | $78,705+30.3% | $117,854-13.0% | $70,131+46.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.87% | 23.30%-6.4pp | 335.08%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,413 | $2,223+8.5% | $3,786-36.3% | $2,342+3.0% |
| Participant deferral / active EE | $7,167 | $3,297+117.4% | $4,482+59.9% | $3,332+115.1% |
| Admin fee / account holder | $317 | $5,065-93.7% | $8,020-96.0% | $4,645-93.2% |