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 | $183,185 | $101,724+80.1% | $164,813+11.1% | $80,856+126.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.01% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $11,145 | $2,953+277.3% | $4,341+156.7% | $2,755+304.6% |
| Participant deferral / active EE | $7,437 | $4,477+66.1% | $6,031+23.3% | $4,296+73.1% |
| Admin fee / account holder | $2,128 | $8,227-74.1% | $12,690-83.2% | $6,918-69.2% |