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 | $212,607 | $70,475+201.7% | $100,516+111.5% | $79,858+166.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 18.88% | 21.90%-3.0pp | 30.89%-12.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $17,668 | $2,165+716.2% | $3,418+417.0% | $2,471+615.1% |
| Participant deferral / active EE | $7,647 | $5,181+47.6% | $6,270+22.0% | $3,740+104.5% |
| Admin fee / account holder | $4,188 | $4,478-6.5% | $8,081-48.2% | $5,306-21.1% |