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 | $185,055 | $81,248+127.8% | $155,509+19.0% | $80,856+128.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.65% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $13,210 | $3,100+326.1% | $4,672+182.7% | $2,755+379.5% |
| Participant deferral / active EE | $7,337 | $3,452+112.6% | $5,626+30.4% | $4,296+70.8% |
| Admin fee / account holder | $2,327 | $7,997-70.9% | $15,912-85.4% | $6,918-66.4% |