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 | $129,117 | $67,606+91.0% | $82,313+56.9% | $70,131+84.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.32% | 21.57%+1.8pp | 25.88%-2.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $7,435 | $1,755+323.7% | $2,428+206.2% | $2,342+217.4% |
| Participant deferral / active EE | $6,543 | $2,987+119.1% | $3,706+76.6% | $3,332+96.4% |
| Admin fee / account holder | $2,165 | $4,512-52.0% | $5,608-61.4% | $4,645-53.4% |