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 | $198,110 | $109,359+81.2% | $162,163+22.2% | $72,985+171.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.61% | 25.46%-1.8pp | 115.59%-92.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $8,957 | $3,907+129.2% | $5,614+59.6% | $2,440+267.1% |
| Participant deferral / active EE | $5,634 | $5,481+2.8% | $7,298-22.8% | $3,607+56.2% |
| Admin fee / account holder | $25,876 | $7,972+224.6% | $10,843+138.7% | $5,124+405.0% |