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 | $166,314 | $95,803+73.6% | $113,168+47.0% | $84,808+96.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 22.35% | 25.00%-2.7pp | 24.27%-1.9pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,197 | $2,360+77.8% | $2,975+41.1% | $2,631+59.5% |
| Participant deferral / active EE | $7,465 | $4,242+76.0% | $5,107+46.2% | $4,212+77.2% |
| Admin fee / account holder | $27,849 | $8,989+209.8% | $12,068+130.8% | $7,344+279.2% |