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 | $187,723 | $109,881+70.8% | $150,045+25.1% | $84,808+121.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.35% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $13,723 | $3,561+285.4% | $4,693+192.4% | $2,631+421.6% |
| Participant deferral / active EE | $17,379 | $6,636+161.9% | $7,997+117.3% | $4,212+312.7% |
| Admin fee / account holder | $11,818 | $8,568+37.9% | $13,435-12.0% | $7,344+60.9% |