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 | $177,878 | $67,606+163.1% | $82,313+116.1% | $70,131+153.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.08% | 21.57%-2.5pp | 25.88%-6.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,455 | $1,755+96.9% | $2,428+42.3% | $2,342+47.5% |
| Participant deferral / active EE | $6,037 | $2,987+102.1% | $3,706+62.9% | $3,332+81.2% |
| Admin fee / account holder | $1,156 | $4,512-74.4% | $5,608-79.4% | $4,645-75.1% |