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 | $154,992 | $60,349+156.8% | $74,183+108.9% | $62,891+146.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.73% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,049 | $1,680+22.0% | $2,370-13.5% | $2,281-10.2% |
| Participant deferral / active EE | $5,122 | $2,856+79.4% | $3,550+44.3% | $3,203+59.9% |
| Admin fee / account holder | $937 | $4,261-78.0% | $5,586-83.2% | $4,296-78.2% |