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 | $180,686 | $109,881+64.4% | $150,045+20.4% | $84,808+113.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.25% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $9,450 | $3,561+165.4% | $4,693+101.4% | $2,631+259.2% |
| Participant deferral / active EE | $13,437 | $6,636+102.5% | $7,997+68.0% | $4,212+219.0% |
| Admin fee / account holder | $1,561 | $8,568-81.8% | $13,435-88.4% | $7,344-78.7% |