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 | $170,048 | $60,349+181.8% | $74,183+129.2% | $62,891+170.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.21% | 21.37%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,279 | $1,680+154.7% | $2,370+80.5% | $2,281+87.6% |
| Participant deferral / active EE | $3,544 | $2,856+24.1% | $3,550-0.2% | $3,203+10.6% |
| Admin fee / account holder | $7,171 | $4,261+68.3% | $5,586+28.4% | $4,296+66.9% |