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 | $157,209 | $54,762+187.1% | $90,281+74.1% | $72,985+115.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.23% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $5,779 | $2,092+176.2% | $2,854+102.4% | $2,440+136.8% |
| Participant deferral / active EE | $7,894 | $2,887+173.4% | $3,885+103.2% | $3,607+118.8% |
| Admin fee / account holder | $1,607 | $3,972-59.6% | $5,351-70.0% | $5,124-68.6% |