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 | $234,903 | $92,985+152.6% | $153,485+53.0% | $80,856+190.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.18% | 19.95%-4.8pp | 15.65%-0.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,615 | $3,507+3.1% | $5,039-28.3% | $2,755+31.2% |
| Participant deferral / active EE | $12,599 | $5,178+143.3% | $6,757+86.4% | $4,296+193.3% |
| Admin fee / account holder | $7,391 | $8,880-16.8% | $12,724-41.9% | $6,918+6.8% |