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 | $121,792 | $48,364+151.8% | $71,796+69.6% | $62,891+93.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.29% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $5,739 | $1,042+450.8% | $1,924+198.2% | $2,281+151.6% |
| Participant deferral / active EE | $2,979 | $2,091+42.4% | $2,794+6.6% | $3,203-7.0% |
| Admin fee / account holder | $318 | $3,771-91.6% | $4,815-93.4% | $4,296-92.6% |