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 | $203,001 | $95,803+111.9% | $113,168+79.4% | $84,808+139.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.96% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,679 | $2,360+55.9% | $2,975+23.7% | $2,631+39.8% |
| Participant deferral / active EE | $6,255 | $4,242+47.4% | $5,107+22.5% | $4,212+48.5% |
| Admin fee / account holder | $8,903 | $8,989-1.0% | $12,068-26.2% | $7,344+21.2% |