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 | $123,320 | $45,035+173.8% | $62,995+95.8% | $70,131+75.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.88% | 18.76%-1.9pp | 87.57%-70.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,365 | $2,051+64.0% | $2,759+22.0% | $2,342+43.6% |
| Participant deferral / active EE | $5,702 | $2,465+131.4% | $3,329+71.3% | $3,332+71.1% |
| Admin fee / account holder | $4,332 | $2,834+52.8% | $3,600+20.3% | $4,645-6.8% |