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 | $135,941 | $57,016+138.4% | $84,966+60.0% | $80,856+68.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.18% | 21.66%-8.5pp | 66.38%-53.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,854 | $1,798+114.4% | $2,727+41.3% | $2,755+39.9% |
| Participant deferral / active EE | $11,814 | $3,110+279.9% | $4,519+161.4% | $4,296+175.0% |
| Admin fee / account holder | $3,121 | $4,980-37.3% | $6,149-49.2% | $6,918-54.9% |