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 | $134,091 | $59,839+124.1% | $81,983+63.6% | $79,858+67.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 13.62% | 17.56%-3.9pp | 41.31%-27.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,812 | $1,713+64.1% | $2,498+12.6% | $2,471+13.8% |
| Participant deferral / active EE | $8,125 | $2,695+201.5% | $3,722+118.3% | $3,740+117.3% |
| Admin fee / account holder | $5,333 | $4,287+24.4% | $5,664-5.8% | $5,306+0.5% |