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 | $232,330 | $138,347+67.9% | $184,203+26.1% | $80,856+187.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.50% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $8,588 | $4,850+77.1% | $6,427+33.6% | $2,755+211.7% |
| Participant deferral / active EE | $18,579 | $7,071+162.8% | $9,131+103.5% | $4,296+332.5% |
| Admin fee / account holder | $19,208 | $10,483+83.2% | $13,901+38.2% | $6,918+177.6% |