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 | $119,986 | $45,035+166.4% | $62,995+90.5% | $70,131+71.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.07% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $4,126 | $2,051+101.1% | $2,759+49.5% | $2,342+76.1% |
| Participant deferral / active EE | $6,159 | $2,465+149.9% | $3,329+85.0% | $3,332+84.9% |
| Admin fee / account holder | $22,155 | $2,834+681.7% | $3,600+515.4% | $4,645+376.9% |