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 | $143,665 | $45,073+218.7% | $69,455+106.8% | $72,985+96.8% |
| Participation rate | 94.3% | 68.5%+25.8pp | 74.6%+19.7pp | 69.5%+24.8pp |
| Annual return | 23.54% | 22.65%+0.9pp | 28.97%-5.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $6,611 | $2,054+221.9% | $2,779+137.9% | $2,440+171.0% |
| Participant deferral / active EE | $2,833 | $2,602+8.9% | $3,535-19.9% | $3,607-21.5% |
| Admin fee / account holder | $13,190 | $3,056+331.7% | $3,839+243.6% | $5,124+157.4% |