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 | $151,940 | $45,073+237.1% | $69,455+118.8% | $72,985+108.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.52% | 22.65%+0.9pp | 28.97%-5.5pp | 81.00%-57.5pp |
| Employer contribution / active EE | $4,652 | $2,054+126.5% | $2,779+67.4% | $2,440+90.7% |
| Participant deferral / active EE | $6,884 | $2,602+164.6% | $3,535+94.7% | $3,607+90.8% |
| Admin fee / account holder | $15,401 | $3,056+404.0% | $3,839+301.1% | $5,124+200.5% |