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 | $158,600 | $109,881+44.3% | $150,045+5.7% | $84,808+87.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.28% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $12,580 | $3,561+253.3% | $4,693+168.1% | $2,631+378.2% |
| Participant deferral / active EE | $9,939 | $6,636+49.8% | $7,997+24.3% | $4,212+136.0% |
| Admin fee / account holder | $24,888 | $8,568+190.5% | $13,435+85.3% | $7,344+238.9% |