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 | $144,033 | $64,348+123.8% | $90,160+59.8% | $70,131+105.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.62% | 28.13%-12.5pp | 34.88%-19.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $6,583 | $2,046+221.8% | $3,318+98.4% | $2,342+181.0% |
| Participant deferral / active EE | $3,958 | $4,389-9.8% | $5,288-25.1% | $3,332+18.8% |
| Admin fee / account holder | $2,152 | $3,944-45.4% | $5,943-63.8% | $4,645-53.7% |