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 | $187,305 | $109,881+70.5% | $150,045+24.8% | $84,808+120.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.70% | 28.25%-12.5pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $12,588 | $3,561+253.5% | $4,693+168.2% | $2,631+378.5% |
| Participant deferral / active EE | $9,873 | $6,636+48.8% | $7,997+23.5% | $4,212+134.4% |
| Admin fee / account holder | $19,358 | $8,568+125.9% | $13,435+44.1% | $7,344+163.6% |