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 | $206,286 | $57,065+261.5% | $75,670+172.6% | $70,131+194.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 18.66% | 23.57%-4.9pp | 27.34%-8.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $10,365 | $1,817+470.6% | $2,352+340.7% | $2,342+342.5% |
| Participant deferral / active EE | $7,701 | $2,580+198.5% | $3,142+145.1% | $3,332+131.1% |
| Admin fee / account holder | $3,117 | $3,825-18.5% | $5,800-46.3% | $4,645-32.9% |