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 | $244,181 | $52,580+364.4% | $71,671+240.7% | $70,131+248.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 18.07% | 20.25%-2.2pp | 20.65%-2.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $6,919 | $1,616+328.2% | $2,460+181.3% | $2,342+195.4% |
| Participant deferral / active EE | $6,589 | $2,386+176.1% | $3,438+91.7% | $3,332+97.8% |
| Admin fee / account holder | $1,674 | $3,653-54.2% | $5,558-69.9% | $4,645-64.0% |