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 | $177,102 | $85,006+108.3% | $76,190+132.4% | $145,922+21.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 11.07% | 13.11%-2.0pp | 13.78%-2.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $7,510 | $5,265+42.7% | $4,578+64.0% | $4,660+61.2% |
| Participant deferral / active EE | $7,521 | $6,392+17.7% | $5,474+37.4% | $6,688+12.5% |
| Admin fee / account holder | $32,893 | $5,760+471.1% | $5,123+542.1% | $13,397+145.5% |