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 | $234,600 | $80,968+189.7% | $96,544+143.0% | $75,163+212.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.18% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $7,558 | $2,282+231.2% | $2,965+154.9% | $2,670+183.1% |
| Participant deferral / active EE | $11,270 | $3,928+186.9% | $4,851+132.3% | $4,125+173.2% |
| Admin fee / account holder | $2,271 | $6,724-66.2% | $8,252-72.5% | $5,651-59.8% |