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 | $136,216 | $48,795+179.2% | $65,493+108.0% | $84,808+60.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.18% | 20.20%-7.0pp | 982.45%-969.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,827 | $1,930+98.3% | $2,574+48.7% | $2,631+45.5% |
| Participant deferral / active EE | $6,488 | $2,928+121.6% | $3,961+63.8% | $4,212+54.1% |
| Admin fee / account holder | $4,633 | $3,877+19.5% | $5,028-7.9% | $7,344-36.9% |