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 | $195,826 | $56,897+244.2% | $84,750+131.1% | $62,891+211.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.92% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,564 | $2,400+6.9% | $3,574-28.3% | $2,281+12.4% |
| Participant deferral / active EE | $5,410 | $2,709+99.7% | $3,712+45.8% | $3,203+68.9% |
| Admin fee / account holder | $1,814 | $3,581-49.3% | $5,332-66.0% | $4,296-57.8% |