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 | $149,711 | $45,073+232.2% | $69,455+115.6% | $72,985+105.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.74% | 22.65%-1.9pp | 28.97%-8.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,428 | $2,054+115.6% | $2,779+59.4% | $2,440+81.5% |
| Participant deferral / active EE | $5,039 | $2,602+93.7% | $3,535+42.5% | $3,607+39.7% |
| Admin fee / account holder | $25,806 | $3,056+744.6% | $3,839+572.2% | $5,124+403.6% |