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 | $232,218 | $94,625+145.4% | $116,228+99.8% | $84,808+173.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 14.03% | 20.40%-6.4pp | 90.06%-76.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $7,414 | $2,347+216.0% | $2,994+147.6% | $2,631+181.8% |
| Participant deferral / active EE | $4,457 | $3,972+12.2% | $4,953-10.0% | $4,212+5.8% |
| Admin fee / account holder | $13,934 | $10,091+38.1% | $11,989+16.2% | $7,344+89.7% |