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 | $201,003 | $83,337+141.2% | $67,834+196.3% | $273,961-26.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.82% | 259.45%-251.6pp | 138.47%-130.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $13,413 | $3,287+308.0% | $2,403+458.1% | $4,869+175.5% |
| Participant deferral / active EE | $8,600 | $4,088+110.4% | $3,160+172.2% | $5,287+62.7% |
| Admin fee / account holder | $7,881 | $6,752+16.7% | $4,622+70.5% | $10,132-22.2% |