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 | $135,359 | $65,041+108.1% | $90,951+48.8% | $79,858+69.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 19.65% | 30.45%-10.8pp | 134.60%-114.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,338 | $1,247+7.3% | $2,122-36.9% | $2,471-45.8% |
| Participant deferral / active EE | $3,297 | $2,512+31.3% | $3,373-2.3% | $3,740-11.8% |
| Admin fee / account holder | $2,671 | $4,536-41.1% | $5,959-55.2% | $5,306-49.7% |