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 | $185,092 | $76,552+141.8% | $123,892+49.4% | $62,891+194.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.53% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $8,813 | $2,883+205.7% | $4,617+90.9% | $2,281+286.4% |
| Participant deferral / active EE | $8,148 | $4,840+68.3% | $5,984+36.2% | $3,203+154.4% |
| Admin fee / account holder | $468 | $4,826-90.3% | $8,357-94.4% | $4,296-89.1% |