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 | $147,409 | $94,625+55.8% | $116,228+26.8% | $84,808+73.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.90% | 20.40%-3.5pp | 90.06%-73.2pp | 40.90%-24.0pp |
| Employer contribution / active EE | $10,007 | $2,347+326.5% | $2,994+234.2% | $2,631+280.4% |
| Participant deferral / active EE | $6,769 | $3,972+70.4% | $4,953+36.7% | $4,212+60.7% |
| Admin fee / account holder | $17,854 | $10,091+76.9% | $11,989+48.9% | $7,344+143.1% |