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 | $120,819 | $54,705+120.9% | $71,209+69.7% | $84,808+42.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.14% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,262 | $2,158+51.2% | $2,721+19.9% | $2,631+24.0% |
| Participant deferral / active EE | $10,725 | $3,030+253.9% | $4,175+156.9% | $4,212+154.6% |
| Admin fee / account holder | $8,836 | $4,863+81.7% | $5,349+65.2% | $7,344+20.3% |