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 | $214,800 | $138,347+55.3% | $184,203+16.6% | $80,856+165.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.50% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $8,653 | $4,850+78.4% | $6,427+34.6% | $2,755+214.1% |
| Participant deferral / active EE | $12,759 | $7,071+80.5% | $9,131+39.7% | $4,296+197.0% |
| Admin fee / account holder | $16,198 | $10,483+54.5% | $13,901+16.5% | $6,918+134.1% |