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 | $54,331 | $101,724-46.6% | $164,813-67.0% | $80,856-32.8% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.6%+24.0pp |
| Annual return | 17.81% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $9,867 | $2,953+234.1% | $4,341+127.3% | $2,755+258.2% |
| Participant deferral / active EE | $5,499 | $4,477+22.8% | $6,031-8.8% | $4,296+28.0% |
| Admin fee / account holder | $4,144 | $8,227-49.6% | $12,690-67.3% | $6,918-40.1% |