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 | $147,291 | $60,892+141.9% | $82,389+78.8% | $84,808+73.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 16.28% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,439 | $1,779+261.9% | $2,517+155.8% | $2,631+144.7% |
| Participant deferral / active EE | $5,699 | $3,179+79.3% | $4,155+37.2% | $4,212+35.3% |
| Admin fee / account holder | $6,606 | $5,467+20.8% | $7,231-8.6% | $7,344-10.0% |