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 | $124,446 | $48,795+155.0% | $65,493+90.0% | $84,808+46.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.67% | 20.20%-4.5pp | 982.45%-966.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,846 | $1,930+306.6% | $2,574+204.8% | $2,631+198.2% |
| Participant deferral / active EE | $9,269 | $2,928+216.5% | $3,961+134.0% | $4,212+120.1% |
| Admin fee / account holder | $2,913 | $3,877-24.9% | $5,028-42.1% | $7,344-60.3% |