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 | $123,894 | $54,762+126.2% | $90,281+37.2% | $72,985+69.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.21% | 30.63%-7.4pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $10,368 | $2,092+395.5% | $2,854+263.2% | $2,440+324.9% |
| Participant deferral / active EE | $10,432 | $2,887+261.3% | $3,885+168.5% | $3,607+189.2% |
| Admin fee / account holder | $535 | $3,972-86.5% | $5,351-90.0% | $5,124-89.6% |