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 | $152,075 | $60,349+152.0% | $74,183+105.0% | $62,891+141.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.92% | 21.37%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,366 | $1,680+40.8% | $2,370-0.2% | $2,281+3.7% |
| Participant deferral / active EE | $2,145 | $2,856-24.9% | $3,550-39.6% | $3,203-33.0% |
| Admin fee / account holder | $4,507 | $4,261+5.8% | $5,586-19.3% | $4,296+4.9% |