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 | $165,928 | $56,053+196.0% | $75,972+118.4% | $80,856+105.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.18% | 20.53%-6.4pp | 359.55%-345.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,904 | $1,874+161.7% | $2,685+82.6% | $2,755+78.0% |
| Participant deferral / active EE | $6,871 | $3,052+125.2% | $4,255+61.5% | $4,296+60.0% |
| Admin fee / account holder | $8,613 | $5,234+64.6% | $6,467+33.2% | $6,918+24.5% |