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 | $175,881 | $59,839+193.9% | $81,983+114.5% | $79,858+120.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 12.27% | 17.56%-5.3pp | 41.31%-29.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,300 | $1,713+92.6% | $2,498+32.1% | $2,471+33.6% |
| Participant deferral / active EE | $5,404 | $2,695+100.5% | $3,722+45.2% | $3,740+44.5% |
| Admin fee / account holder | $1,956 | $4,287-54.4% | $5,664-65.5% | $5,306-63.1% |