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 9-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 | $112,870 | $45,035+150.6% | $62,995+79.2% | $70,131+60.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.93% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $6,160 | $2,051+200.3% | $2,759+123.3% | $2,342+163.0% |
| Participant deferral / active EE | $9,240 | $2,465+274.9% | $3,329+177.5% | $3,332+177.3% |
| Admin fee / account holder | $10,435 | $2,834+268.2% | $3,600+189.9% | $4,645+124.6% |