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 | $118,814 | $53,127+123.6% | $86,590+37.2% | $70,131+69.4% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 16.98% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,887 | $2,068-8.8% | $2,839-33.5% | $2,342-19.4% |
| Participant deferral / active EE | $3,472 | $2,696+28.8% | $3,609-3.8% | $3,332+4.2% |
| Admin fee / account holder | $25,905 | $3,585+622.5% | $4,906+428.1% | $4,645+457.6% |