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 | $138,150 | $98,750+39.9% | $149,696-7.7% | $79,858+73.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.79% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,446 | $3,216-23.9% | $4,644-47.3% | $2,471-1.0% |
| Participant deferral / active EE | $6,331 | $5,680+11.4% | $6,842-7.5% | $3,740+69.3% |
| Admin fee / account holder | $2,619 | $6,053-56.7% | $9,309-71.9% | $5,306-50.6% |