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 | $164,279 | $64,480+154.8% | $81,382+101.9% | $80,856+103.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.85% | 16.34%-2.5pp | 24.73%-10.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $10,206 | $1,978+415.9% | $2,463+314.4% | $2,755+270.5% |
| Participant deferral / active EE | $11,626 | $3,094+275.8% | $3,883+199.4% | $4,296+170.6% |
| Admin fee / account holder | $19,833 | $5,671+249.7% | $5,768+243.8% | $6,918+186.7% |