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 | $152,822 | $69,515+119.8% | $86,874+75.9% | $85,850+78.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 13.62% | 20.12%-6.5pp | 63.52%-49.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,923 | $1,880+55.5% | $2,495+17.1% | $2,565+14.0% |
| Participant deferral / active EE | $5,362 | $2,919+83.7% | $3,699+45.0% | $3,952+35.7% |
| Admin fee / account holder | $4,097 | $5,972-31.4% | $5,828-29.7% | $6,260-34.5% |