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 | $138,142 | $67,411+104.9% | $91,001+51.8% | $70,131+97.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.62% | -40.16%+57.8pp | 4.60%+13.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $6,049 | $1,786+238.7% | $2,456+146.3% | $2,342+158.2% |
| Participant deferral / active EE | $7,421 | $2,823+162.9% | $3,547+109.2% | $3,332+122.7% |
| Admin fee / account holder | $13,830 | $4,236+226.5% | $5,417+155.3% | $4,645+197.7% |