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 | $111,632 | $89,355+24.9% | $141,162-20.9% | $72,985+53.0% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 25.27% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $6,343 | $3,114+103.7% | $4,735+34.0% | $2,440+160.0% |
| Participant deferral / active EE | $9,458 | $5,418+74.6% | $6,709+41.0% | $3,607+162.2% |
| Admin fee / account holder | $1,296 | $5,958-78.2% | $10,261-87.4% | $5,124-74.7% |