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 | $143,881 | $56,897+152.9% | $84,750+69.8% | $62,891+128.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.49% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $3,717 | $2,400+54.9% | $3,574+4.0% | $2,281+63.0% |
| Participant deferral / active EE | $4,017 | $2,709+48.3% | $3,712+8.2% | $3,203+25.4% |
| Admin fee / account holder | $10,504 | $3,581+193.3% | $5,332+97.0% | $4,296+144.5% |