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 | $163,145 | $54,762+197.9% | $90,281+80.7% | $72,985+123.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.01% | 30.63%-12.6pp | 78.10%-60.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,820 | $2,092+34.8% | $2,854-1.2% | $2,440+15.6% |
| Participant deferral / active EE | $5,996 | $2,887+107.7% | $3,885+54.3% | $3,607+66.2% |
| Admin fee / account holder | $20,223 | $3,972+409.1% | $5,351+277.9% | $5,124+294.7% |