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 | $144,250 | $58,627+146.0% | $76,735+88.0% | $82,448+75.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 25.76% | 39.10%-13.3pp | 29.77%-4.0pp | 41.64%-15.9pp |
| Employer contribution / active EE | $1,743 | $1,729+0.8% | $2,454-29.0% | $2,551-31.7% |
| Participant deferral / active EE | $3,586 | $3,134+14.4% | $4,088-12.3% | $4,139-13.4% |
| Admin fee / account holder | $399 | $5,323-92.5% | $7,189-94.5% | $7,234-94.5% |