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 | $146,935 | $60,349+143.5% | $74,183+98.1% | $62,891+133.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.07% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,233 | $1,680+92.4% | $2,370+36.4% | $2,281+41.7% |
| Participant deferral / active EE | $6,724 | $2,856+135.4% | $3,550+89.4% | $3,203+109.9% |
| Admin fee / account holder | $1,298 | $4,261-69.5% | $5,586-76.8% | $4,296-69.8% |