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 | $130,399 | $53,127+145.4% | $86,590+50.6% | $70,131+85.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.09% | 27.66%-11.6pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,706 | $2,068+79.2% | $2,839+30.5% | $2,342+58.2% |
| Participant deferral / active EE | $7,625 | $2,696+182.8% | $3,609+111.3% | $3,332+128.8% |
| Admin fee / account holder | $16,287 | $3,585+354.2% | $4,906+232.0% | $4,645+250.6% |