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 | $175,639 | $94,625+85.6% | $116,228+51.1% | $84,808+107.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.32% | 20.40%-7.1pp | 90.06%-76.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $8,655 | $2,347+268.8% | $2,994+189.0% | $2,631+228.9% |
| Participant deferral / active EE | $2,247 | $3,972-43.4% | $4,953-54.6% | $4,212-46.7% |
| Admin fee / account holder | $10,345 | $10,091+2.5% | $11,989-13.7% | $7,344+40.9% |