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 | $124,383 | $57,065+118.0% | $75,670+64.4% | $70,131+77.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 20.68% | 23.57%-2.9pp | 27.34%-6.7pp | 73.14%-52.5pp |
| Employer contribution / active EE | $6,948 | $1,817+282.5% | $2,352+195.4% | $2,342+196.6% |
| Participant deferral / active EE | $9,151 | $2,580+254.7% | $3,142+191.2% | $3,332+174.7% |
| Admin fee / account holder | $11,322 | $3,825+196.0% | $5,800+95.2% | $4,645+143.7% |