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 | $129,612 | $91,037+42.4% | $71,671+80.8% | $147,584-12.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.95% | 20.48%-9.5pp | 20.65%-9.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $10,573 | $3,327+217.8% | $2,460+329.8% | $4,876+116.8% |
| Participant deferral / active EE | $6,124 | $4,498+36.1% | $3,438+78.1% | $5,439+12.6% |
| Admin fee / account holder | $2,793 | $8,613-67.6% | $5,558-49.8% | $10,885-74.3% |