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 | $110,172 | $60,349+82.6% | $74,183+48.5% | $62,891+75.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.06% | 21.37%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,101 | $1,680+144.1% | $2,370+73.0% | $2,281+79.8% |
| Participant deferral / active EE | $5,838 | $2,856+104.4% | $3,550+64.5% | $3,203+82.3% |
| Admin fee / account holder | $673 | $4,261-84.2% | $5,586-87.9% | $4,296-84.3% |