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 | $140,254 | $56,110+150.0% | $94,993+47.6% | $70,131+100.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 14.56% | 51.02%-36.5pp | 27.12%-12.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,870 | $1,442+168.3% | $2,603+48.6% | $2,342+65.2% |
| Participant deferral / active EE | $3,508 | $2,391+46.7% | $3,317+5.7% | $3,332+5.3% |
| Admin fee / account holder | $19,003 | $3,456+449.8% | $4,960+283.1% | $4,645+309.1% |