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 | $87,870+97.0% | $113,168+52.9% | $74,304+132.9% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 14.72% | 26.44%-11.7pp | 24.27%-9.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $5,166 | $2,277+126.9% | $2,975+73.6% | $2,241+130.5% |
| Participant deferral / active EE | $8,286 | $4,241+95.4% | $5,107+62.2% | $3,767+119.9% |
| Admin fee / account holder | $20,637 | $3,368+512.7% | $12,068+71.0% | $2,969+595.1% |