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 | $110,771 | $54,705+102.5% | $71,209+55.6% | $84,808+30.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.06% | 35.90%-17.8pp | 282.51%-264.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $5,788 | $2,158+168.2% | $2,721+112.7% | $2,631+120.0% |
| Participant deferral / active EE | $12,420 | $3,030+309.8% | $4,175+197.5% | $4,212+194.9% |
| Admin fee / account holder | $4,192 | $4,863-13.8% | $5,349-21.6% | $7,344-42.9% |