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 | $153,210 | $82,882+84.9% | $127,761+19.9% | $72,985+109.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 24.41% | 32.20%-7.8pp | 26.14%-1.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $5,152 | $3,346+54.0% | $4,574+12.6% | $2,440+111.2% |
| Participant deferral / active EE | $9,691 | $4,791+102.3% | $6,021+60.9% | $3,607+168.6% |
| Admin fee / account holder | $9,969 | $6,487+53.7% | $9,395+6.1% | $5,124+94.5% |