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 | $228,158 | $95,803+138.2% | $113,168+101.6% | $84,808+169.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.93% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,541 | $2,360+50.0% | $2,975+19.0% | $2,631+34.6% |
| Participant deferral / active EE | $8,514 | $4,242+100.7% | $5,107+66.7% | $4,212+102.1% |
| Admin fee / account holder | $2,849 | $8,989-68.3% | $12,068-76.4% | $7,344-61.2% |