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 | $197,606 | $63,764+209.9% | $81,930+141.2% | $79,858+147.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.19% | 22.66%-7.5pp | 29.49%-14.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $5,422 | $1,795+202.0% | $4,310+25.8% | $2,471+119.4% |
| Participant deferral / active EE | $12,948 | $2,780+365.7% | $7,107+82.2% | $3,740+246.2% |
| Admin fee / account holder | $9,693 | $4,426+119.0% | $5,158+87.9% | $5,306+82.7% |