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 9-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 | $126,280 | $64,348+96.2% | $90,160+40.1% | $70,131+80.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,749 | $2,046+34.4% | $3,318-17.1% | $2,342+17.4% |
| Participant deferral / active EE | $11,115 | $4,389+153.3% | $5,288+110.2% | $3,332+233.6% |
| Admin fee / account holder | $10,141 | $3,944+157.2% | $5,943+70.6% | $4,645+118.3% |