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 | $129,613 | $57,541+125.3% | $95,745+35.4% | $75,163+72.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 23.46% | 34.93%-11.5pp | 28.35%-4.9pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,928 | $1,808+6.7% | $2,835-32.0% | $2,670-27.8% |
| Participant deferral / active EE | $4,995 | $3,074+62.5% | $4,245+17.7% | $4,125+21.1% |
| Admin fee / account holder | $6,586 | $4,099+60.7% | $5,678+16.0% | $5,651+16.6% |