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 | $150,950 | $77,730+94.2% | $70,164+115.1% | $139,434+8.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.58% | 18.98%+5.6pp | 18.87%+5.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $5,542 | $4,990+11.1% | $4,287+29.3% | $4,751+16.6% |
| Participant deferral / active EE | $6,538 | $6,448+1.4% | $5,395+21.2% | $6,710-2.6% |
| Admin fee / account holder | $9,406 | $5,368+75.2% | $4,561+106.2% | $11,403-17.5% |