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 | $155,581 | $76,367+103.7% | $93,606+66.2% | $72,985+113.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.76% | 25.82%-4.1pp | 32.76%-11.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $5,885 | $2,275+158.6% | $2,718+116.5% | $2,440+141.2% |
| Participant deferral / active EE | $9,473 | $3,538+167.8% | $4,069+132.8% | $3,607+162.6% |
| Admin fee / account holder | $11,925 | $6,838+74.4% | $7,888+51.2% | $5,124+132.7% |