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 | $176,067 | $95,803+83.8% | $113,168+55.6% | $84,808+107.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.28% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,803 | $2,360+188.3% | $2,975+128.7% | $2,631+158.6% |
| Participant deferral / active EE | $7,861 | $4,242+85.3% | $5,107+53.9% | $4,212+86.7% |
| Admin fee / account holder | $9,323 | $8,989+3.7% | $12,068-22.7% | $7,344+26.9% |