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 | $232,757 | $148,978+56.2% | $200,582+16.0% | $84,808+174.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.15% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $9,663 | $4,815+100.7% | $6,419+50.5% | $2,631+267.3% |
| Participant deferral / active EE | $15,115 | $7,142+111.6% | $9,331+62.0% | $4,212+258.9% |
| Admin fee / account holder | $22,950 | $13,977+64.2% | $16,305+40.8% | $7,344+212.5% |