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 | $180,559 | $109,881+64.3% | $150,045+20.3% | $84,808+112.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.56% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,749 | $3,561+5.3% | $4,693-20.1% | $2,631+42.5% |
| Participant deferral / active EE | $10,697 | $6,636+61.2% | $7,997+33.8% | $4,212+154.0% |
| Admin fee / account holder | $10,293 | $8,568+20.1% | $13,435-23.4% | $7,344+40.2% |