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 | $145,717 | $56,053+160.0% | $75,972+91.8% | $80,856+80.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 15.21% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,373 | $1,874-26.7% | $2,685-48.9% | $2,755-50.2% |
| Participant deferral / active EE | $11,701 | $3,052+283.4% | $4,255+175.0% | $4,296+172.4% |
| Admin fee / account holder | $12,997 | $5,234+148.3% | $6,467+101.0% | $6,918+87.9% |