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 | $105,956 | $47,105+124.9% | $68,368+55.0% | $67,986+55.8% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 14.56% | 48.37%-33.8pp | 292.57%-278.0pp | 31.67%-17.1pp |
| Employer contribution / active EE | $6,676 | $1,859+259.2% | $2,649+152.0% | $2,019+230.7% |
| Participant deferral / active EE | $5,234 | $2,374+120.5% | $4,123+27.0% | $3,358+55.9% |
| Admin fee / account holder | $16,941 | $2,435+595.7% | $5,150+229.0% | $3,203+428.9% |