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 | $80,302 | $54,705+46.8% | $71,209+12.8% | $84,808-5.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.18% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,725 | $2,158+165.3% | $2,721+110.4% | $2,631+117.6% |
| Participant deferral / active EE | $7,233 | $3,030+138.7% | $4,175+73.3% | $4,212+71.8% |
| Admin fee / account holder | $4,467 | $4,863-8.1% | $5,349-16.5% | $7,344-39.2% |