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 | $65,414 | $98,750-33.8% | $149,696-56.3% | $79,858-18.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.87% | 27.43%-13.6pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,967 | $3,216+54.4% | $4,644+6.9% | $2,471+101.0% |
| Participant deferral / active EE | $7,471 | $5,680+31.5% | $6,842+9.2% | $3,740+99.8% |
| Admin fee / account holder | $7,655 | $6,053+26.5% | $9,309-17.8% | $5,306+44.3% |