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 | $194,116 | $63,355+206.4% | $91,989+111.0% | $72,985+166.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 20.72% | 35.35%-14.6pp | 69.02%-48.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,677 | $2,116+73.8% | $3,452+6.5% | $2,440+50.7% |
| Participant deferral / active EE | $7,622 | $4,883+56.1% | $5,923+28.7% | $3,607+111.3% |
| Admin fee / account holder | $1,661 | $4,668-64.4% | $7,743-78.5% | $5,124-67.6% |