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 | $187,027 | $55,706+235.7% | $75,886+146.5% | $72,985+156.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.49% | 27.59%-4.1pp | 30.76%-7.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,907 | $1,687+131.7% | $2,500+56.3% | $2,440+60.1% |
| Participant deferral / active EE | $10,355 | $2,634+293.2% | $3,603+187.4% | $3,607+187.1% |
| Admin fee / account holder | $24,777 | $3,978+522.8% | $5,418+357.3% | $5,124+383.5% |