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 | $112,662 | $54,705+105.9% | $71,209+58.2% | $84,808+32.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 17.49% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $12,670 | $2,158+487.1% | $2,721+365.6% | $2,631+381.6% |
| Participant deferral / active EE | $6,327 | $3,030+108.8% | $4,175+51.5% | $4,212+50.2% |
| Admin fee / account holder | $3,720 | $4,863-23.5% | $5,349-30.5% | $7,344-49.3% |