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 | $74,632 | $47,944+55.7% | $67,834+10.0% | $62,891+18.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 11.80% | 11.77%0pp | 138.47%-126.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $5,414 | $1,562+246.6% | $2,403+125.3% | $2,281+137.4% |
| Participant deferral / active EE | $7,799 | $2,247+247.2% | $3,160+146.8% | $3,203+143.5% |
| Admin fee / account holder | $4,731 | $3,712+27.5% | $4,622+2.4% | $4,296+10.1% |