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 | $145,478 | $77,503+87.7% | $100,391+44.9% | $80,856+79.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 17.57% | 37.20%-19.6pp | 49.20%-31.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,959 | $2,801+5.7% | $3,942-24.9% | $2,755+7.4% |
| Participant deferral / active EE | $4,942 | $6,820-27.5% | $8,082-38.8% | $4,296+15.0% |
| Admin fee / account holder | $9,423 | $5,897+59.8% | $7,899+19.3% | $6,918+36.2% |