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 | $127,907 | $49,791+156.9% | $78,210+63.5% | $70,131+82.4% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.03% | 20.75%-4.7pp | 40.90%-24.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,942 | $1,430+175.8% | $2,034+93.9% | $2,342+68.3% |
| Participant deferral / active EE | $5,375 | $2,150+149.9% | $2,823+90.4% | $3,332+61.3% |
| Admin fee / account holder | $12,548 | $3,181+294.5% | $3,758+233.9% | $4,645+170.1% |