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 | $165,563 | $82,879+99.8% | $96,576+71.4% | $67,986+143.5% |
| Participation rate | 94.3% | 75.2%+19.2pp | 81.4%+12.9pp | 57.2%+37.1pp |
| Annual return | 25.23% | 36.90%-11.7pp | 38.47%-13.2pp | 31.67%-6.4pp |
| Employer contribution / active EE | $13,992 | $2,727+413.0% | $3,553+293.8% | $2,019+593.1% |
| Participant deferral / active EE | $14,679 | $6,976+110.4% | $7,956+84.5% | $3,358+337.1% |
| Admin fee / account holder | $3,045 | $2,783+9.4% | $11,381-73.2% | $3,203-4.9% |