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 | $114,004 | $54,705+108.4% | $71,209+60.1% | $84,808+34.4% |
| Participation rate | 90.9% | 64.1%+26.8pp | 73.8%+17.2pp | 68.3%+22.6pp |
| Annual return | 15.93% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $8,295 | $2,158+284.4% | $2,721+204.8% | $2,631+215.3% |
| Participant deferral / active EE | $7,835 | $3,030+158.5% | $4,175+87.7% | $4,212+86.0% |
| Admin fee / account holder | $8,650 | $4,863+77.9% | $5,349+61.7% | $7,344+17.8% |