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 | $132,388 | $57,541+130.1% | $95,745+38.3% | $75,163+76.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.18% | 34.93%-16.8pp | 28.35%-10.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,624 | $1,808+45.1% | $2,835-7.4% | $2,670-1.7% |
| Participant deferral / active EE | $7,704 | $3,074+150.6% | $4,245+81.5% | $4,125+86.8% |
| Admin fee / account holder | $3,366 | $4,099-17.9% | $5,678-40.7% | $5,651-40.4% |