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 | $147,246 | $101,724+44.8% | $164,813-10.7% | $80,856+82.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.37% | 16.72%-3.3pp | 69.93%-56.6pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,607 | $2,953+22.1% | $4,341-16.9% | $2,755+30.9% |
| Participant deferral / active EE | $7,760 | $4,477+73.3% | $6,031+28.7% | $4,296+80.7% |
| Admin fee / account holder | $22,139 | $8,227+169.1% | $12,690+74.5% | $6,918+220.0% |