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 | $125,363 | $59,839+109.5% | $81,983+52.9% | $79,858+57.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 15.55% | 17.56%-2.0pp | 41.31%-25.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,460 | $1,713+43.6% | $2,498-1.5% | $2,471-0.4% |
| Participant deferral / active EE | $4,762 | $2,695+76.7% | $3,722+27.9% | $3,740+27.3% |
| Admin fee / account holder | $11,482 | $4,287+167.8% | $5,664+102.7% | $5,306+116.4% |