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 | $129,417 | $45,035+187.4% | $62,995+105.4% | $70,131+84.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.68% | 18.76%-4.1pp | 87.57%-72.9pp | 73.14%-58.5pp |
| Employer contribution / active EE | $5,327 | $2,051+159.7% | $2,759+93.1% | $2,342+127.4% |
| Participant deferral / active EE | $2,283 | $2,465-7.4% | $3,329-31.4% | $3,332-31.5% |
| Admin fee / account holder | $4,904 | $2,834+73.0% | $3,600+36.2% | $4,645+5.6% |