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 | $187,638 | $109,359+71.6% | $162,163+15.7% | $72,985+157.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.73% | 25.46%-0.7pp | 115.59%-90.9pp | 81.00%-56.3pp |
| Employer contribution / active EE | $11,390 | $3,907+191.5% | $5,614+102.9% | $2,440+366.8% |
| Participant deferral / active EE | $14,641 | $5,481+167.1% | $7,298+100.6% | $3,607+305.9% |
| Admin fee / account holder | $4,175 | $7,972-47.6% | $10,843-61.5% | $5,124-18.5% |