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 | $115,515 | $54,762+110.9% | $90,281+28.0% | $72,985+58.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.77% | 30.63%-2.9pp | 78.10%-50.3pp | 81.00%-53.2pp |
| Employer contribution / active EE | $6,916 | $2,092+230.5% | $2,854+142.3% | $2,440+183.4% |
| Participant deferral / active EE | $5,236 | $2,887+81.4% | $3,885+34.8% | $3,607+45.1% |
| Admin fee / account holder | $11,571 | $3,972+191.3% | $5,351+116.2% | $5,124+125.8% |