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 | $175,058 | $109,881+59.3% | $150,045+16.7% | $84,808+106.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.88% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $11,483 | $3,561+222.5% | $4,693+144.7% | $2,631+336.5% |
| Participant deferral / active EE | $14,257 | $6,636+114.8% | $7,997+78.3% | $4,212+238.5% |
| Admin fee / account holder | $1,938 | $8,568-77.4% | $13,435-85.6% | $7,344-73.6% |