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 | $187,996 | $54,762+243.3% | $90,281+108.2% | $72,985+157.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.95% | 30.63%-9.7pp | 78.10%-57.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $6,470 | $2,092+209.2% | $2,854+126.7% | $2,440+165.2% |
| Participant deferral / active EE | $2,282 | $2,887-21.0% | $3,885-41.3% | $3,607-36.7% |
| Admin fee / account holder | $11,815 | $3,972+197.4% | $5,351+120.8% | $5,124+130.6% |