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 | $145,139 | $53,777+169.9% | $134,143+8.2% | $79,858+81.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 10.86% | 19.01%-8.2pp | 36.33%-25.5pp | 31.71%-20.9pp |
| Employer contribution / active EE | $4,475 | $1,321+238.7% | $3,704+20.8% | $2,471+81.1% |
| Participant deferral / active EE | $6,047 | $2,420+149.9% | $3,499+72.8% | $3,740+61.7% |
| Admin fee / account holder | $6,006 | $3,984+50.8% | $6,684-10.1% | $5,306+13.2% |