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 | $156,283 | $57,065+173.9% | $75,670+106.5% | $70,131+122.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 17.96% | 23.57%-5.6pp | 27.34%-9.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,596 | $1,817-12.1% | $2,352-32.1% | $2,342-31.9% |
| Participant deferral / active EE | $10,036 | $2,580+289.0% | $3,142+219.4% | $3,332+201.2% |
| Admin fee / account holder | $21,301 | $3,825+456.9% | $5,800+267.3% | $4,645+358.6% |