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 | $121,311 | $54,705+121.8% | $71,209+70.4% | $84,808+43.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.70% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,077 | $2,158+320.6% | $2,721+233.6% | $2,631+245.0% |
| Participant deferral / active EE | $12,185 | $3,030+302.1% | $4,175+191.8% | $4,212+189.3% |
| Admin fee / account holder | $5,740 | $4,863+18.0% | $5,349+7.3% | $7,344-21.8% |