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 | $167,140 | $109,881+52.1% | $150,045+11.4% | $84,808+97.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.44% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $9,037 | $3,561+153.8% | $4,693+92.6% | $2,631+243.5% |
| Participant deferral / active EE | $3,757 | $6,636-43.4% | $7,997-53.0% | $4,212-10.8% |
| Admin fee / account holder | $31,970 | $8,568+273.1% | $13,435+138.0% | $7,344+335.3% |