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 | $128,536 | $58,523+119.6% | $99,443+29.3% | $72,985+76.1% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 21.27% | 28.51%-7.2pp | 30.72%-9.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,618 | $1,512+73.2% | $2,540+3.1% | $2,440+7.3% |
| Participant deferral / active EE | $4,206 | $2,606+61.4% | $3,619+16.2% | $3,607+16.6% |
| Admin fee / account holder | $22,396 | $4,102+446.0% | $6,250+258.3% | $5,124+337.0% |