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 | $226,041 | $109,881+105.7% | $150,045+50.6% | $84,808+166.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.30% | 28.25%-8.9pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $6,766 | $3,561+90.0% | $4,693+44.2% | $2,631+157.2% |
| Participant deferral / active EE | $8,356 | $6,636+25.9% | $7,997+4.5% | $4,212+98.4% |
| Admin fee / account holder | $6,462 | $8,568-24.6% | $13,435-51.9% | $7,344-12.0% |