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 | $181,285 | $98,750+83.6% | $149,696+21.1% | $79,858+127.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.66% | 27.43%-9.8pp | 276.60%-258.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $6,253 | $3,216+94.4% | $4,644+34.6% | $2,471+153.1% |
| Participant deferral / active EE | $8,762 | $5,680+54.3% | $6,842+28.1% | $3,740+134.3% |
| Admin fee / account holder | $6,034 | $6,053-0.3% | $9,309-35.2% | $5,306+13.7% |