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 | $138,216 | $93,170+48.3% | $100,534+37.5% | $84,808+63.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 16.84% | 47.13%-30.3pp | 32.66%-15.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,147 | $3,985-46.1% | $4,346-50.6% | $2,631-18.4% |
| Participant deferral / active EE | $5,508 | $5,699-3.3% | $6,144-10.4% | $4,212+30.8% |
| Admin fee / account holder | $6,532 | $7,382-11.5% | $7,654-14.7% | $7,344-11.1% |