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 | $120,372 | $48,230+149.6% | $67,502+78.3% | $80,856+48.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.29% | 18.28%-6.0pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,529 | $2,020+25.2% | $2,731-7.4% | $2,755-8.2% |
| Participant deferral / active EE | $4,011 | $2,924+37.2% | $4,000+0.3% | $4,296-6.6% |
| Admin fee / account holder | $2,159 | $3,681-41.4% | $3,998-46.0% | $6,918-68.8% |