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 | $56,898 | $56,8970% | $84,750-32.9% | $62,891-9.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.94% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $11,413 | $2,400+375.6% | $3,574+219.3% | $2,281+400.4% |
| Participant deferral / active EE | $2,266 | $2,709-16.4% | $3,712-38.9% | $3,203-29.2% |
| Admin fee / account holder | $9,030 | $3,581+152.2% | $5,332+69.3% | $4,296+110.2% |