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 | $207,672 | $74,927+177.2% | $101,794+104.0% | $84,808+144.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.15% | 18.70%-2.5pp | 30.53%-14.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $6,998 | $1,522+359.9% | $2,289+205.8% | $2,631+166.0% |
| Participant deferral / active EE | $3,475 | $3,099+12.1% | $4,084-14.9% | $4,212-17.5% |
| Admin fee / account holder | $7,991 | $6,514+22.7% | $8,777-9.0% | $7,344+8.8% |