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 | $159,040 | $75,963+109.4% | $97,995+62.3% | $70,131+126.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 13.97% | 19.26%-5.3pp | 23.94%-10.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $6,084 | $3,278+85.6% | $4,158+46.3% | $2,342+159.7% |
| Participant deferral / active EE | $3,386 | $4,053-16.5% | $5,097-33.6% | $3,332+1.6% |
| Admin fee / account holder | $1,044 | $5,407-80.7% | $5,943-82.4% | $4,645-77.5% |