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 | $124,894 | $85,202+46.6% | $172,739-27.7% | $72,985+71.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.20% | 27.32%-11.1pp | 802.84%-786.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $3,467 | $3,324+4.3% | $5,143-32.6% | $2,440+42.1% |
| Participant deferral / active EE | $3,502 | $3,260+7.4% | $5,198-32.6% | $3,607-2.9% |
| Admin fee / account holder | $27,973 | $5,884+375.4% | $13,954+100.5% | $5,124+445.9% |