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 7-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 | $236,211 | $109,881+115.0% | $150,045+57.4% | $84,808+178.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.55% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $11,879 | $3,561+233.6% | $4,693+153.1% | $2,631+351.5% |
| Participant deferral / active EE | $13,243 | $6,636+99.6% | $7,997+65.6% | $4,212+214.4% |
| Admin fee / account holder | $7,778 | $8,568-9.2% | $13,435-42.1% | $7,344+5.9% |