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 | $145,603 | $57,354+153.9% | $83,848+73.7% | $64,186+126.8% |
| Participation rate | 95.8% | 68.6%+27.2pp | 76.1%+19.7pp | 69.6%+26.3pp |
| Annual return | 16.93% | 11.38%+5.6pp | 850.88%-833.9pp | 7.63%+9.3pp |
| Employer contribution / active EE | $122,323 | $2,545+4705.8% | $3,631+3269.1% | $2,381+5037.9% |
| Participant deferral / active EE | $1,929 | $2,993-35.6% | $4,082-52.7% | $3,470-44.4% |
| Admin fee / account holder | $177,869 | $4,046+4296.6% | $5,478+3146.9% | $4,888+3538.9% |