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 | $181,453 | $109,881+65.1% | $150,045+20.9% | $84,808+114.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.60% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,962 | $3,561+39.3% | $4,693+5.7% | $2,631+88.6% |
| Participant deferral / active EE | $12,913 | $6,636+94.6% | $7,997+61.5% | $4,212+206.6% |
| Admin fee / account holder | $1,447 | $8,568-83.1% | $13,435-89.2% | $7,344-80.3% |