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 | $107,576 | $53,127+102.5% | $86,590+24.2% | $70,131+53.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.93% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $4,133 | $2,068+99.8% | $2,839+45.5% | $2,342+76.4% |
| Participant deferral / active EE | $2,504 | $2,696-7.1% | $3,609-30.6% | $3,332-24.9% |
| Admin fee / account holder | $25,462 | $3,585+610.1% | $4,906+419.0% | $4,645+448.1% |