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 | $106,749+60.8% | $145,433+18.1% | $82,448+108.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.55% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $11,711 | $3,444+240.0% | $4,554+157.1% | $2,551+359.1% |
| Participant deferral / active EE | $24,246 | $6,519+272.0% | $7,897+207.0% | $4,139+485.8% |
| Admin fee / account holder | $12,151 | $8,390+44.8% | $13,129-7.5% | $7,234+68.0% |