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 | $132,477 | $59,101+124.2% | $77,163+71.7% | $75,163+76.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.94% | 26.71%-12.8pp | 37.87%-23.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $6,894 | $1,995+245.5% | $2,535+172.0% | $2,670+158.2% |
| Participant deferral / active EE | $7,740 | $2,999+158.1% | $3,833+101.9% | $4,125+87.6% |
| Admin fee / account holder | $16,417 | $4,774+243.9% | $5,472+200.0% | $5,651+190.5% |