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 | $140,809 | $67,606+108.3% | $82,313+71.1% | $70,131+100.8% |
| 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 | $3,925 | $1,755+123.7% | $2,428+61.6% | $2,342+67.6% |
| Participant deferral / active EE | $4,975 | $2,987+66.6% | $3,706+34.2% | $3,332+49.3% |
| Admin fee / account holder | $1,184 | $4,512-73.8% | $5,608-78.9% | $4,645-74.5% |