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 | $89,384 | $54,705+63.4% | $71,209+25.5% | $84,808+5.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.08% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $5,868 | $2,158+172.0% | $2,721+115.7% | $2,631+123.1% |
| Participant deferral / active EE | $10,447 | $3,030+244.7% | $4,175+150.2% | $4,212+148.0% |
| Admin fee / account holder | $1,166 | $4,863-76.0% | $5,349-78.2% | $7,344-84.1% |