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 | $151,388 | $58,512+158.7% | $84,015+80.2% | $72,985+107.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.12% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,667 | $1,163+215.3% | $1,983+84.9% | $2,440+50.3% |
| Participant deferral / active EE | $3,558 | $2,394+48.6% | $3,239+9.8% | $3,607-1.4% |
| Admin fee / account holder | $9,251 | $4,569+102.5% | $6,101+51.6% | $5,124+80.5% |