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 9-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 | $107,880 | $49,227+119.1% | $70,449+53.1% | $79,858+35.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.02% | 30.06%-14.0pp | 109.03%-93.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $10,757 | $2,099+412.5% | $2,737+293.1% | $2,471+335.4% |
| Participant deferral / active EE | $8,036 | $2,768+190.3% | $3,709+116.7% | $3,740+114.9% |
| Admin fee / account holder | $12,061 | $2,878+319.1% | $3,845+213.7% | $5,306+127.3% |