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 | $184,534 | $95,803+92.6% | $113,168+63.1% | $84,808+117.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.19% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,403 | $2,360+86.6% | $2,975+48.0% | $2,631+67.3% |
| Participant deferral / active EE | $8,808 | $4,242+107.6% | $5,107+72.5% | $4,212+109.1% |
| Admin fee / account holder | $11,154 | $8,989+24.1% | $12,068-7.6% | $7,344+51.9% |