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 | $133,831 | $56,053+138.8% | $75,972+76.2% | $80,856+65.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 17.52% | 20.53%-3.0pp | 359.55%-342.0pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,670 | $1,874+42.5% | $2,685-0.5% | $2,755-3.1% |
| Participant deferral / active EE | $6,459 | $3,052+111.7% | $4,255+51.8% | $4,296+50.4% |
| Admin fee / account holder | $3,850 | $5,234-26.4% | $6,467-40.5% | $6,918-44.3% |