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 | $181,110 | $84,233+115.0% | $170,442+6.3% | $70,131+158.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.17% | 23.06%-6.9pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $12,170 | $3,387+259.3% | $5,433+124.0% | $2,342+419.5% |
| Participant deferral / active EE | $7,443 | $3,086+141.2% | $4,939+50.7% | $3,332+123.4% |
| Admin fee / account holder | $6,174 | $5,698+8.4% | $13,880-55.5% | $4,645+32.9% |