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 | $145,089 | $58,512+148.0% | $84,015+72.7% | $72,985+98.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.97% | 28.93%-7.0pp | 71.31%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,966 | $1,163+241.1% | $1,983+100.0% | $2,440+62.6% |
| Participant deferral / active EE | $5,880 | $2,394+145.7% | $3,239+81.6% | $3,607+63.0% |
| Admin fee / account holder | $6,276 | $4,569+37.4% | $6,101+2.9% | $5,124+22.5% |