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 | $234,928 | $109,881+113.8% | $150,045+56.6% | $84,808+177.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.30% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $22,152 | $3,561+522.0% | $4,693+372.0% | $2,631+742.0% |
| Participant deferral / active EE | $13,513 | $6,636+103.6% | $7,997+69.0% | $4,212+220.9% |
| Admin fee / account holder | $6,619 | $8,568-22.7% | $13,435-50.7% | $7,344-9.9% |