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 | $134,809 | $56,053+140.5% | $75,972+77.4% | $80,856+66.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.83% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,557 | $1,874+196.5% | $2,685+107.0% | $2,755+101.7% |
| Participant deferral / active EE | $7,334 | $3,052+140.3% | $4,255+72.3% | $4,296+70.7% |
| Admin fee / account holder | $5,949 | $5,234+13.7% | $6,467-8.0% | $6,918-14.0% |