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 | $156,589 | $58,828+166.2% | $77,999+100.8% | $62,891+149.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.04% | 17.16%-7.1pp | 425.96%-415.9pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,557 | $1,672+172.6% | $2,470+84.5% | $2,281+99.8% |
| Participant deferral / active EE | $7,884 | $2,686+193.6% | $3,497+125.5% | $3,203+146.2% |
| Admin fee / account holder | $5,605 | $4,393+27.6% | $5,480+2.3% | $4,296+30.5% |