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 | $181,038 | $94,625+91.3% | $116,228+55.8% | $84,808+113.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.71% | 20.40%-3.7pp | 90.06%-73.4pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,733 | $2,347+229.5% | $2,994+158.2% | $2,631+193.9% |
| Participant deferral / active EE | $7,653 | $3,972+92.7% | $4,953+54.5% | $4,212+81.7% |
| Admin fee / account holder | $8,016 | $10,091-20.6% | $11,989-33.1% | $7,344+9.1% |