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 | $151,086 | $77,503+94.9% | $100,391+50.5% | $80,856+86.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 39.05% | 37.20%+1.9pp | 49.20%-10.1pp | 35.59%+3.5pp |
| Employer contribution / active EE | $6,552 | $2,801+133.9% | $3,942+66.2% | $2,755+137.8% |
| Participant deferral / active EE | $18,319 | $6,820+168.6% | $8,082+126.7% | $4,296+326.5% |
| Admin fee / account holder | $1,710 | $5,897-71.0% | $7,899-78.4% | $6,918-75.3% |