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 | $156,899 | $60,349+160.0% | $74,183+111.5% | $62,891+149.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.07% | 21.37%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,367 | $1,680+100.4% | $2,370+42.1% | $2,281+47.6% |
| Participant deferral / active EE | $5,825 | $2,856+103.9% | $3,550+64.1% | $3,203+81.9% |
| Admin fee / account holder | $1,571 | $4,261-63.1% | $5,586-71.9% | $4,296-63.4% |