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 9-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 | $100,002 | $49,177+103.4% | $79,464+25.8% | $64,186+55.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 10.50% | -1.16%+11.7pp | 718.14%-707.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $4,672 | $2,076+125.0% | $2,800+66.8% | $2,381+96.2% |
| Participant deferral / active EE | $8,830 | $2,821+213.0% | $3,704+138.4% | $3,470+154.5% |
| Admin fee / account holder | $2,140 | $3,839-44.3% | $5,113-58.1% | $4,888-56.2% |