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 | $66,895 | $93,170-28.2% | $100,534-33.5% | $84,808-21.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 20.20% | 47.13%-26.9pp | 32.66%-12.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $12,732 | $3,985+219.5% | $4,346+192.9% | $2,631+383.9% |
| Participant deferral / active EE | $26,753 | $5,699+369.5% | $6,144+335.4% | $4,212+535.2% |
| Admin fee / account holder | $15,825 | $7,382+114.4% | $7,654+106.7% | $7,344+115.5% |