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 | $185,003 | $74,927+146.9% | $101,794+81.7% | $84,808+118.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 17.44% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,869 | $1,522+154.2% | $2,289+69.0% | $2,631+47.1% |
| Participant deferral / active EE | $9,982 | $3,099+222.1% | $4,084+144.4% | $4,212+137.0% |
| Admin fee / account holder | $2,851 | $6,514-56.2% | $8,777-67.5% | $7,344-61.2% |