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 | $233,972 | $109,881+112.9% | $150,045+55.9% | $84,808+175.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.39% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $12,437 | $3,561+249.2% | $4,693+165.0% | $2,631+372.7% |
| Participant deferral / active EE | $4,057 | $6,636-38.9% | $7,997-49.3% | $4,212-3.7% |
| Admin fee / account holder | $9,763 | $8,568+13.9% | $13,435-27.3% | $7,344+32.9% |