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 | $155,579 | $39,122+297.7% | $57,179+172.1% | $62,891+147.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.40% | 9.23%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,789 | $1,874+48.8% | $2,682+4.0% | $2,281+22.3% |
| Participant deferral / active EE | $7,914 | $2,374+233.4% | $3,096+155.6% | $3,203+147.1% |
| Admin fee / account holder | $8,071 | $2,592+211.4% | $3,139+157.1% | $4,296+87.9% |