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 | $197,176 | $45,035+337.8% | $62,995+213.0% | $70,131+181.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.52% | 18.76%-4.2pp | 87.57%-73.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $16,705 | $2,051+714.3% | $2,759+505.5% | $2,342+613.1% |
| Participant deferral / active EE | $3,605 | $2,465+46.3% | $3,329+8.3% | $3,332+8.2% |
| Admin fee / account holder | $47,683 | $2,834+1582.4% | $3,600+1224.6% | $4,645+926.5% |