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 | $187,983 | $95,803+96.2% | $113,168+66.1% | $84,808+121.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.62% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $9,503 | $2,360+302.7% | $2,975+219.4% | $2,631+261.2% |
| Participant deferral / active EE | $7,326 | $4,242+72.7% | $5,107+43.5% | $4,212+74.0% |
| Admin fee / account holder | $17,984 | $8,989+100.1% | $12,068+49.0% | $7,344+144.9% |