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 | $103,261 | $45,073+129.1% | $69,455+48.7% | $72,985+41.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.86% | 22.65%-16.8pp | 28.97%-23.1pp | 81.00%-75.1pp |
| Employer contribution / active EE | $4,995 | $2,054+143.2% | $2,779+79.7% | $2,440+104.7% |
| Participant deferral / active EE | $6,319 | $2,602+142.9% | $3,535+78.7% | $3,607+75.2% |
| Admin fee / account holder | $2,721 | $3,056-10.9% | $3,839-29.1% | $5,124-46.9% |