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 | $140,242 | $25,014+460.7% | $69,701+101.2% | $80,874+73.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.6%+32.4pp |
| Annual return | 12.93% | 19.07%-6.1pp | 100.32%-87.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $4,357 | $993+338.7% | $1,713+154.3% | $2,756+58.1% |
| Participant deferral / active EE | $6,712 | $1,839+265.0% | $2,887+132.5% | $4,297+56.2% |
| Admin fee / account holder | $16,689 | $2,488+570.8% | $4,717+253.8% | $6,935+140.6% |