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 | $107,573 | $60,022+79.2% | $88,946+20.9% | $84,808+26.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 27.10% | 22.43%+4.7pp | 57.82%-30.7pp | 40.90%-13.8pp |
| Employer contribution / active EE | $4,597 | $1,703+170.0% | $2,555+79.9% | $2,631+74.7% |
| Participant deferral / active EE | $8,759 | $3,114+181.3% | $4,581+91.2% | $4,212+108.0% |
| Admin fee / account holder | $13,932 | $4,811+189.6% | $8,261+68.7% | $7,344+89.7% |