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 | $128,833 | $81,208+58.6% | $98,907+30.3% | $79,858+61.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 29.16% | 60.99%-31.8pp | 196.43%-167.3pp | 31.71%-2.6pp |
| Employer contribution / active EE | $6,448 | $1,960+229.0% | $2,689+139.8% | $2,471+161.0% |
| Participant deferral / active EE | $10,750 | $3,265+229.3% | $4,244+153.3% | $3,740+187.4% |
| Admin fee / account holder | $2,184 | $6,013-63.7% | $6,642-67.1% | $5,306-58.8% |