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 | $151,012 | $67,606+123.4% | $82,313+83.5% | $70,131+115.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.63% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $8,874 | $1,755+405.7% | $2,428+265.5% | $2,342+278.9% |
| Participant deferral / active EE | $7,068 | $2,987+136.6% | $3,706+90.7% | $3,332+112.1% |
| Admin fee / account holder | $2,030 | $4,512-55.0% | $5,608-63.8% | $4,645-56.3% |