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 | $173,061 | $85,515+102.4% | $112,040+54.5% | $67,986+154.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 14.72% | 29.68%-15.0pp | 24.52%-9.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $5,166 | $2,191+135.8% | $2,954+74.9% | $2,019+155.9% |
| Participant deferral / active EE | $8,286 | $4,014+106.4% | $5,098+62.5% | $3,358+146.7% |
| Admin fee / account holder | $20,637 | $3,774+446.9% | $12,098+70.6% | $3,203+544.3% |