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 | $187,600 | $63,355+196.1% | $91,989+103.9% | $72,985+157.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 20.34% | 35.35%-15.0pp | 69.02%-48.7pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,064 | $2,116-49.7% | $3,452-69.2% | $2,440-56.4% |
| Participant deferral / active EE | $7,905 | $4,883+61.9% | $5,923+33.5% | $3,607+119.1% |
| Admin fee / account holder | $16,300 | $4,668+249.2% | $7,743+110.5% | $5,124+218.1% |