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 | $190,050 | $94,625+100.8% | $116,228+63.5% | $84,808+124.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.81% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,554 | $2,347+94.1% | $2,994+52.1% | $2,631+73.1% |
| Participant deferral / active EE | $7,205 | $3,972+81.4% | $4,953+45.5% | $4,212+71.1% |
| Admin fee / account holder | $27,018 | $10,091+167.7% | $11,989+125.4% | $7,344+267.9% |