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 | $125,835 | $57,016+120.7% | $84,966+48.1% | $80,856+55.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 22.04% | 21.66%+0.4pp | 66.38%-44.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $5,148 | $1,798+186.4% | $2,727+88.8% | $2,755+86.9% |
| Participant deferral / active EE | $11,720 | $3,110+276.9% | $4,519+159.3% | $4,296+172.8% |
| Admin fee / account holder | $4,595 | $4,980-7.7% | $6,149-25.3% | $6,918-33.6% |