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 | $122,088 | $39,122+212.1% | $57,179+113.5% | $62,891+94.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.20% | 9.23%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,629 | $1,874+200.3% | $2,682+109.8% | $2,281+146.8% |
| Participant deferral / active EE | $4,123 | $2,374+73.7% | $3,096+33.2% | $3,203+28.7% |
| Admin fee / account holder | $19,718 | $2,592+660.7% | $3,139+528.2% | $4,296+359.0% |