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 | $140,520 | $45,035+212.0% | $62,995+123.1% | $70,131+100.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 66.64% | 18.76%+47.9pp | 87.57%-20.9pp | 73.14%-6.5pp |
| Employer contribution / active EE | $5,222 | $2,051+154.6% | $2,759+89.3% | $2,342+122.9% |
| Participant deferral / active EE | $1,009 | $2,465-59.1% | $3,329-69.7% | $3,332-69.7% |
| Admin fee / account holder | $2,044 | $2,834-27.9% | $3,600-43.2% | $4,645-56.0% |