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 | $144,912 | $54,541+165.7% | $78,778+84.0% | $70,131+106.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.70% | 21.07%-8.4pp | 35.62%-22.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $5,433 | $1,089+399.1% | $1,986+173.6% | $2,342+131.9% |
| Participant deferral / active EE | $6,065 | $2,210+174.4% | $2,958+105.0% | $3,332+82.1% |
| Admin fee / account holder | $4,854 | $3,709+30.9% | $5,134-5.5% | $4,645+4.5% |