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 | $212,599 | $124,425+70.9% | $112,040+89.8% | $137,256+54.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.56% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $5,785 | $3,411+69.6% | $2,954+95.9% | $4,156+39.2% |
| Participant deferral / active EE | $9,201 | $5,718+60.9% | $5,098+80.5% | $6,407+43.6% |
| Admin fee / account holder | $2,499 | $15,207-83.6% | $12,098-79.3% | $12,270-79.6% |