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 | $206,949 | $72,277+186.3% | $101,248+104.4% | $79,858+159.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 29.52% | 22.30%+7.2pp | 46.47%-17.0pp | 31.71%-2.2pp |
| Employer contribution / active EE | $3,941 | $2,692+46.4% | $3,660+7.7% | $2,471+59.5% |
| Participant deferral / active EE | $5,821 | $3,282+77.4% | $4,370+33.2% | $3,740+55.6% |
| Admin fee / account holder | $3,094 | $4,400-29.7% | $5,945-48.0% | $5,306-41.7% |