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 | $145,937 | $48,795+199.1% | $65,493+122.8% | $84,808+72.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 17.08% | 20.20%-3.1pp | 982.45%-965.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,536 | $1,930+290.5% | $2,574+192.8% | $2,631+186.4% |
| Participant deferral / active EE | $9,371 | $2,928+220.0% | $3,961+136.6% | $4,212+122.5% |
| Admin fee / account holder | $1,382 | $3,877-64.4% | $5,028-72.5% | $7,344-81.2% |