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 | $201,051 | $109,881+83.0% | $150,045+34.0% | $84,808+137.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 33.18% | 28.25%+4.9pp | 62.55%-29.4pp | 40.90%-7.7pp |
| Employer contribution / active EE | $4,631 | $3,561+30.0% | $4,693-1.3% | $2,631+76.0% |
| Participant deferral / active EE | $7,476 | $6,636+12.7% | $7,997-6.5% | $4,212+77.5% |
| Admin fee / account holder | $5,016 | $8,568-41.5% | $13,435-62.7% | $7,344-31.7% |