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 | $137,148 | $53,127+158.1% | $86,590+58.4% | $70,131+95.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.64% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,323 | $2,068+12.3% | $2,839-18.2% | $2,342-0.8% |
| Participant deferral / active EE | $6,096 | $2,696+126.1% | $3,609+68.9% | $3,332+83.0% |
| Admin fee / account holder | $2,658 | $3,585-25.9% | $4,906-45.8% | $4,645-42.8% |