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 | $108,146 | $39,122+176.4% | $57,179+89.1% | $62,891+72.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.69% | 9.23%-1.5pp | 14.59%-6.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $5,375 | $1,874+186.8% | $2,682+100.4% | $2,281+135.7% |
| Participant deferral / active EE | $2,304 | $2,374-3.0% | $3,096-25.6% | $3,203-28.1% |
| Admin fee / account holder | $15,367 | $2,592+492.9% | $3,139+389.6% | $4,296+257.7% |