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 | $162,500 | $109,881+47.9% | $150,045+8.3% | $84,808+91.6% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.2pp | 68.3%+30.3pp |
| Annual return | 14.75% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $5,435 | $3,561+52.6% | $4,693+15.8% | $2,631+106.6% |
| Participant deferral / active EE | $3,569 | $6,636-46.2% | $7,997-55.4% | $4,212-15.3% |
| Admin fee / account holder | $5,138 | $8,568-40.0% | $13,435-61.8% | $7,344-30.0% |