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 | $164,314 | $70,475+133.2% | $100,516+63.5% | $79,858+105.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 22.12% | 21.90%+0.2pp | 30.89%-8.8pp | 31.71%-9.6pp |
| Employer contribution / active EE | $6,336 | $2,165+192.7% | $3,418+85.4% | $2,471+156.4% |
| Participant deferral / active EE | $12,256 | $5,181+136.5% | $6,270+95.5% | $3,740+227.7% |
| Admin fee / account holder | $5,683 | $4,478+26.9% | $8,081-29.7% | $5,306+7.1% |