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 | $158,549 | $67,606+134.5% | $82,313+92.6% | $70,131+126.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.03% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $3,901 | $1,755+122.3% | $2,428+60.6% | $2,342+66.5% |
| Participant deferral / active EE | $10,077 | $2,987+237.4% | $3,706+171.9% | $3,332+202.5% |
| Admin fee / account holder | $8,054 | $4,512+78.5% | $5,608+43.6% | $4,645+73.4% |