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 | $153,716 | $101,724+51.1% | $164,813-6.7% | $80,856+90.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.31% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,600 | $2,953-12.0% | $4,341-40.1% | $2,755-5.6% |
| Participant deferral / active EE | $6,231 | $4,477+39.2% | $6,031+3.3% | $4,296+45.1% |
| Admin fee / account holder | $3,589 | $8,227-56.4% | $12,690-71.7% | $6,918-48.1% |