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 | $175,571 | $62,586+180.5% | $76,768+128.7% | $64,186+173.5% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+20.9pp | 69.6%+28.3pp |
| Annual return | 10.59% | -1.95%+12.5pp | 2.43%+8.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $5,310 | $1,832+189.9% | $2,485+113.7% | $2,381+123.0% |
| Participant deferral / active EE | $4,555 | $3,145+44.8% | $3,852+18.3% | $3,470+31.3% |
| Admin fee / account holder | $3,916 | $4,667-16.1% | $6,675-41.3% | $4,888-19.9% |