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 | $218,142 | $94,625+130.5% | $116,228+87.7% | $84,808+157.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.84% | 20.40%-4.6pp | 90.06%-74.2pp | 40.90%-25.1pp |
| Employer contribution / active EE | $7,679 | $2,347+227.2% | $2,994+156.4% | $2,631+191.9% |
| Participant deferral / active EE | $9,092 | $3,972+128.9% | $4,953+83.6% | $4,212+115.9% |
| Admin fee / account holder | $17,588 | $10,091+74.3% | $11,989+46.7% | $7,344+139.5% |