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 | $185,740 | $95,803+93.9% | $113,168+64.1% | $84,808+119.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 22.64% | 25.00%-2.4pp | 24.27%-1.6pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,651 | $2,360+97.1% | $2,975+56.3% | $2,631+76.8% |
| Participant deferral / active EE | $3,334 | $4,242-21.4% | $5,107-34.7% | $4,212-20.8% |
| Admin fee / account holder | $16,659 | $8,989+85.3% | $12,068+38.0% | $7,344+126.8% |