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 | $171,684 | $109,881+56.2% | $150,045+14.4% | $84,808+102.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.55% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $11,711 | $3,561+228.8% | $4,693+149.5% | $2,631+345.1% |
| Participant deferral / active EE | $24,246 | $6,636+265.4% | $7,997+203.2% | $4,212+475.7% |
| Admin fee / account holder | $12,151 | $8,568+41.8% | $13,435-9.6% | $7,344+65.5% |