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 | $209,087 | $99,032+111.1% | $80,019+161.3% | $135,375+54.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 12.36% | 15.39%-3.0pp | 11.22%+1.1pp | 519.73%-507.4pp |
| Employer contribution / active EE | $4,670 | $3,043+53.5% | $2,468+89.2% | $4,779-2.3% |
| Participant deferral / active EE | $5,957 | $4,282+39.1% | $3,686+61.6% | $5,609+6.2% |
| Admin fee / account holder | $9,331 | $10,436-10.6% | $6,521+43.1% | $10,827-13.8% |