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 | $135,296 | $65,395+106.9% | $182,532-25.9% | $72,985+85.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 19.73% | 27.68%-8.0pp | 148.54%-128.8pp | 81.00%-61.3pp |
| Employer contribution / active EE | $5,382 | $1,911+181.6% | $4,076+32.0% | $2,440+120.6% |
| Participant deferral / active EE | $10,365 | $3,563+190.9% | $5,524+87.6% | $3,607+187.3% |
| Admin fee / account holder | $3,818 | $4,245-10.1% | $8,592-55.6% | $5,124-25.5% |