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 | $157,340 | $66,813+135.5% | $100,516+56.5% | $73,488+114.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 22.94% | 25.70%-2.8pp | 30.89%-8.0pp | 28.51%-5.6pp |
| Employer contribution / active EE | $10,197 | $2,147+375.0% | $3,418+198.4% | $2,270+349.2% |
| Participant deferral / active EE | $11,197 | $5,883+90.3% | $6,270+78.6% | $3,740+199.4% |
| Admin fee / account holder | $5,865 | $512+1045.4% | $8,081-27.4% | $513+1043.1% |