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 | $107,596 | $58,208+84.8% | $81,812+31.5% | $80,856+33.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.96% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,676 | $2,340+57.1% | $2,912+26.2% | $2,755+33.4% |
| Participant deferral / active EE | $5,076 | $3,281+54.7% | $4,319+17.5% | $4,296+18.2% |
| Admin fee / account holder | $2,956 | $4,981-40.7% | $7,386-60.0% | $6,918-57.3% |