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 | $148,157 | $60,349+145.5% | $74,183+99.7% | $62,891+135.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.43% | 21.37%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $4,000 | $1,680+138.0% | $2,370+68.8% | $2,281+75.4% |
| Participant deferral / active EE | $6,034 | $2,856+111.3% | $3,550+70.0% | $3,203+88.4% |
| Admin fee / account holder | $6,073 | $4,261+42.5% | $5,586+8.7% | $4,296+41.4% |