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 | $161,732 | $54,762+195.3% | $90,281+79.1% | $72,985+121.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.90% | 30.63%-6.7pp | 78.10%-54.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $14,684 | $2,092+601.8% | $2,854+414.4% | $2,440+501.9% |
| Participant deferral / active EE | $12,275 | $2,887+325.2% | $3,885+215.9% | $3,607+240.3% |
| Admin fee / account holder | $12,740 | $3,972+220.7% | $5,351+138.1% | $5,124+148.6% |