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 | $176,815 | $60,349+193.0% | $74,183+138.3% | $62,891+181.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.01% | 21.37%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $9,615 | $1,680+472.3% | $2,370+305.7% | $2,281+321.6% |
| Participant deferral / active EE | $3,206 | $2,856+12.2% | $3,550-9.7% | $3,203+0.1% |
| Admin fee / account holder | $1,771 | $4,261-58.4% | $5,586-68.3% | $4,296-58.8% |