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 | $100,657 | $54,762+83.8% | $90,281+11.5% | $72,985+37.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 48.30% | 30.63%+17.7pp | 78.10%-29.8pp | 81.00%-32.7pp |
| Employer contribution / active EE | $7,672 | $2,092+266.6% | $2,854+168.8% | $2,440+214.4% |
| Participant deferral / active EE | $7,721 | $2,887+167.4% | $3,885+98.7% | $3,607+114.0% |
| Admin fee / account holder | $2,439 | $3,972-38.6% | $5,351-54.4% | $5,124-52.4% |