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 | $120,101 | $55,706+115.6% | $75,886+58.3% | $72,985+64.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 22.39% | 27.59%-5.2pp | 30.76%-8.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,453 | $1,687+164.0% | $2,500+78.1% | $2,440+82.5% |
| Participant deferral / active EE | $4,809 | $2,634+82.6% | $3,603+33.5% | $3,607+33.3% |
| Admin fee / account holder | $6,175 | $3,978+55.2% | $5,418+14.0% | $5,124+20.5% |