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 | $206,434 | $72,492+184.8% | $87,100+137.0% | $72,985+182.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.68% | 24.46%+1.2pp | 28.19%-2.5pp | 81.00%-55.3pp |
| Employer contribution / active EE | $7,174 | $1,894+278.8% | $2,521+184.5% | $2,440+194.0% |
| Participant deferral / active EE | $7,692 | $3,270+135.2% | $4,049+90.0% | $3,607+113.2% |
| Admin fee / account holder | $12,160 | $5,055+140.6% | $7,497+62.2% | $5,124+137.3% |