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 | $114,989 | $88,360+30.1% | $145,433-20.9% | $67,986+69.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 21.51% | 63.15%-41.6pp | 66.58%-45.1pp | 31.67%-10.2pp |
| Employer contribution / active EE | $11,321 | $3,054+270.7% | $4,554+148.6% | $2,019+460.8% |
| Participant deferral / active EE | $15,945 | $5,932+168.8% | $7,897+101.9% | $3,358+374.8% |
| Admin fee / account holder | $10,481 | $3,313+216.3% | $13,129-20.2% | $3,203+227.2% |