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 | $134,608 | $89,753+50.0% | $107,525+25.2% | $84,808+58.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.64% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $9,919 | $3,113+218.6% | $3,754+164.2% | $2,631+277.0% |
| Participant deferral / active EE | $4,921 | $4,056+21.3% | $5,116-3.8% | $4,212+16.8% |
| Admin fee / account holder | $6,399 | $7,222-11.4% | $8,919-28.3% | $7,344-12.9% |