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 | $162,438 | $63,764+154.7% | $81,930+98.3% | $79,858+103.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 17.30% | 22.66%-5.4pp | 29.49%-12.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,586 | $1,795+211.1% | $4,310+29.6% | $2,471+126.1% |
| Participant deferral / active EE | $3,568 | $2,780+28.3% | $7,107-49.8% | $3,740-4.6% |
| Admin fee / account holder | $3,188 | $4,426-28.0% | $5,158-38.2% | $5,306-39.9% |