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 | $136,722 | $62,573+118.5% | $85,682+59.6% | $85,850+59.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.59% | 23.77%-12.2pp | 21.49%-9.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,354 | $1,757-22.9% | $2,618-48.3% | $2,565-47.2% |
| Participant deferral / active EE | $7,813 | $2,802+178.8% | $3,923+99.2% | $3,952+97.7% |
| Admin fee / account holder | $22,253 | $4,640+379.6% | $6,873+223.8% | $6,260+255.5% |