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 | $121,155 | $45,698+165.1% | $61,048+98.5% | $72,985+66.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.3%+20.7pp | 69.5%+30.5pp |
| Annual return | 19.40% | 20.14%-0.7pp | 26.18%-6.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $7,310 | $2,803+160.8% | $3,716+96.7% | $2,440+199.6% |
| Participant deferral / active EE | $0 | $3,264-100.0% | $4,470-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,027 | $3,347+50.2% | $3,728+34.9% | $5,124-1.9% |