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 | $142,223 | $57,541+147.2% | $95,745+48.5% | $75,163+89.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.57% | 34.93%-14.4pp | 28.35%-7.8pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,843 | $1,808+57.3% | $2,835+0.3% | $2,670+6.5% |
| Participant deferral / active EE | $3,647 | $3,074+18.6% | $4,245-14.1% | $4,125-11.6% |
| Admin fee / account holder | $878 | $4,099-78.6% | $5,678-84.5% | $5,651-84.5% |