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 | $144,998 | $54,762+164.8% | $90,281+60.6% | $72,985+98.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.52% | 30.63%-13.1pp | 78.10%-60.6pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,734 | $2,092-17.1% | $2,854-39.2% | $2,440-28.9% |
| Participant deferral / active EE | $3,731 | $2,887+29.2% | $3,885-4.0% | $3,607+3.4% |
| Admin fee / account holder | $14,107 | $3,972+255.2% | $5,351+163.6% | $5,124+175.3% |