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 | $115,847 | $51,175+126.4% | $70,515+64.3% | $75,163+54.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 13.56% | 30.02%-16.5pp | 32.77%-19.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,124 | $1,826+125.8% | $2,973+38.7% | $2,670+54.5% |
| Participant deferral / active EE | $4,823 | $2,849+69.3% | $4,567+5.6% | $4,125+16.9% |
| Admin fee / account holder | $2,583 | $4,091-36.9% | $6,412-59.7% | $5,651-54.3% |