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 | $184,543 | $109,881+67.9% | $150,045+23.0% | $84,808+117.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.66% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $9,234 | $3,561+159.3% | $4,693+96.8% | $2,631+251.0% |
| Participant deferral / active EE | $7,827 | $6,636+17.9% | $7,997-2.1% | $4,212+85.8% |
| Admin fee / account holder | $10,959 | $8,568+27.9% | $13,435-18.4% | $7,344+49.2% |