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 | $184,349 | $83,477+120.8% | $125,175+47.3% | $72,985+152.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.15% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $4,561 | $2,345+94.5% | $3,865+18.0% | $2,440+86.9% |
| Participant deferral / active EE | $9,489 | $3,585+164.7% | $4,937+92.2% | $3,607+163.0% |
| Admin fee / account holder | $14,407 | $5,517+161.1% | $9,702+48.5% | $5,124+181.1% |