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 | $105,256 | $67,606+55.7% | $82,313+27.9% | $70,131+50.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.55% | 21.57%+1.0pp | 25.88%-3.3pp | 73.14%-50.6pp |
| Employer contribution / active EE | $4,201 | $1,755+139.4% | $2,428+73.0% | $2,342+79.4% |
| Participant deferral / active EE | $6,171 | $2,987+106.6% | $3,706+66.5% | $3,332+85.2% |
| Admin fee / account holder | $5,339 | $4,512+18.3% | $5,608-4.8% | $4,645+14.9% |