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 | $183,721 | $80,717+127.6% | $154,803+18.7% | $84,808+116.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.28% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,446 | $2,761+169.7% | $4,305+73.0% | $2,631+183.0% |
| Participant deferral / active EE | $5,065 | $3,303+53.3% | $5,540-8.6% | $4,212+20.3% |
| Admin fee / account holder | $7,724 | $6,746+14.5% | $14,329-46.1% | $7,344+5.2% |