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 | $166,827 | $81,446+104.8% | $103,374+61.4% | $80,874+106.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.12% | 25.57%-9.4pp | 24.89%-8.8pp | 35.62%-19.5pp |
| Employer contribution / active EE | $7,776 | $3,107+150.3% | $3,869+101.0% | $2,756+182.2% |
| Participant deferral / active EE | $12,167 | $3,870+214.4% | $5,058+140.6% | $4,297+183.2% |
| Admin fee / account holder | $10,644 | $6,715+58.5% | $8,394+26.8% | $6,935+53.5% |