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 7-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 | $228,462 | $80,673+183.2% | $101,326+125.5% | $84,808+169.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.77% | 38.95%-23.2pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $9,852 | $2,698+265.2% | $3,665+168.8% | $2,631+274.5% |
| Participant deferral / active EE | $12,392 | $6,840+81.2% | $7,994+55.0% | $4,212+194.2% |
| Admin fee / account holder | $8,278 | $12,784-35.2% | $11,185-26.0% | $7,344+12.7% |