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 | $182,556 | $123,793+47.5% | $177,821+2.7% | $79,858+128.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.25% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $10,772 | $4,095+163.0% | $5,918+82.0% | $2,471+336.0% |
| Participant deferral / active EE | $15,464 | $5,956+159.6% | $7,714+100.5% | $3,740+313.5% |
| Admin fee / account holder | $6,874 | $7,243-5.1% | $12,427-44.7% | $5,306+29.5% |