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 | $135,318 | $57,065+137.1% | $75,670+78.8% | $70,131+93.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 17.84% | 23.57%-5.7pp | 27.34%-9.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $4,270 | $1,817+135.1% | $2,352+81.6% | $2,342+82.3% |
| Participant deferral / active EE | $11,806 | $2,580+357.6% | $3,142+275.7% | $3,332+254.3% |
| Admin fee / account holder | $1,148 | $3,825-70.0% | $5,800-80.2% | $4,645-75.3% |