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 | $82,602 | $53,127+55.5% | $86,590-4.6% | $70,131+17.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.45% | 27.66%-13.2pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,258 | $2,068+57.5% | $2,839+14.8% | $2,342+39.1% |
| Participant deferral / active EE | $5,551 | $2,696+105.9% | $3,609+53.8% | $3,332+66.6% |
| Admin fee / account holder | $9,272 | $3,585+158.6% | $4,906+89.0% | $4,645+99.6% |