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 | $122,469 | $56,897+115.2% | $84,750+44.5% | $62,891+94.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.71% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.4pp |
| Employer contribution / active EE | $9,165 | $2,400+281.9% | $3,574+156.4% | $2,281+301.8% |
| Participant deferral / active EE | $6,060 | $2,709+123.7% | $3,712+63.3% | $3,203+89.2% |
| Admin fee / account holder | $8,349 | $3,581+133.1% | $5,332+56.6% | $4,296+94.4% |