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 | $149,526 | $67,411+121.8% | $91,001+64.3% | $70,131+113.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.90% | -40.16%+55.1pp | 4.60%+10.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $6,303 | $1,786+252.9% | $2,456+156.7% | $2,342+169.1% |
| Participant deferral / active EE | $5,767 | $2,823+104.3% | $3,547+62.6% | $3,332+73.1% |
| Admin fee / account holder | $9,348 | $4,236+120.7% | $5,417+72.6% | $4,645+101.2% |