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 | $109,495 | $45,035+143.1% | $62,995+73.8% | $70,131+56.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.95% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $4,928 | $2,051+140.2% | $2,759+78.6% | $2,342+110.4% |
| Participant deferral / active EE | $4,994 | $2,465+102.6% | $3,329+50.0% | $3,332+49.9% |
| Admin fee / account holder | $8,702 | $2,834+207.0% | $3,600+141.7% | $4,645+87.3% |