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 | $132,627 | $58,512+126.7% | $84,015+57.9% | $72,985+81.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,656 | $1,163+128.4% | $1,983+33.9% | $2,440+8.9% |
| Participant deferral / active EE | $6,424 | $2,394+168.4% | $3,239+98.3% | $3,607+78.1% |
| Admin fee / account holder | $4,957 | $4,569+8.5% | $6,101-18.7% | $5,124-3.3% |