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 | $107,320 | $49,791+115.5% | $78,210+37.2% | $70,131+53.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 17.25% | 20.75%-3.5pp | 40.90%-23.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,036 | $1,430+112.4% | $2,034+49.3% | $2,342+29.6% |
| Participant deferral / active EE | $2,300 | $2,150+7.0% | $2,823-18.5% | $3,332-31.0% |
| Admin fee / account holder | $1,477 | $3,181-53.6% | $3,758-60.7% | $4,645-68.2% |