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 | $149,626 | $56,897+163.0% | $84,750+76.5% | $62,891+137.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.20% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-10.9pp |
| Employer contribution / active EE | $3,696 | $2,400+54.0% | $3,574+3.4% | $2,281+62.0% |
| Participant deferral / active EE | $1,783 | $2,709-34.2% | $3,712-52.0% | $3,203-44.3% |
| Admin fee / account holder | $750 | $3,581-79.1% | $5,332-85.9% | $4,296-82.5% |