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 | $206,552 | $80,673+156.0% | $101,326+103.8% | $84,808+143.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.32% | 38.95%-21.6pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,335 | $2,698+60.7% | $3,665+18.3% | $2,631+64.8% |
| Participant deferral / active EE | $9,078 | $6,840+32.7% | $7,994+13.6% | $4,212+115.5% |
| Admin fee / account holder | $18,743 | $12,784+46.6% | $11,185+67.6% | $7,344+155.2% |