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 | $243,656 | $94,625+157.5% | $116,228+109.6% | $84,808+187.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 17.90% | 20.40%-2.5pp | 90.06%-72.2pp | 40.90%-23.0pp |
| Employer contribution / active EE | $6,463 | $2,347+175.4% | $2,994+115.8% | $2,631+145.7% |
| Participant deferral / active EE | $7,789 | $3,972+96.1% | $4,953+57.2% | $4,212+84.9% |
| Admin fee / account holder | $7,952 | $10,091-21.2% | $11,989-33.7% | $7,344+8.3% |