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 | $188,712 | $94,625+99.4% | $116,228+62.4% | $84,808+122.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.31% | 20.40%-4.1pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,902 | $2,347+66.3% | $2,994+30.3% | $2,631+48.3% |
| Participant deferral / active EE | $4,631 | $3,972+16.6% | $4,953-6.5% | $4,212+10.0% |
| Admin fee / account holder | $11,564 | $10,091+14.6% | $11,989-3.5% | $7,344+57.5% |