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 | $96,598 | $53,127+81.8% | $86,590+11.6% | $70,131+37.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.06% | 27.66%-13.6pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $4,509 | $2,068+118.0% | $2,839+58.8% | $2,342+92.5% |
| Participant deferral / active EE | $10,548 | $2,696+291.3% | $3,609+192.3% | $3,332+216.6% |
| Admin fee / account holder | $1,991 | $3,585-44.5% | $4,906-59.4% | $4,645-57.1% |