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 | $206,396 | $148,978+38.5% | $200,582+2.9% | $84,808+143.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 22.41% | 28.16%-5.8pp | 42.33%-19.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $9,210 | $4,815+91.3% | $6,419+43.5% | $2,631+250.1% |
| Participant deferral / active EE | $18,975 | $7,142+165.7% | $9,331+103.4% | $4,212+350.5% |
| Admin fee / account holder | $3,616 | $13,977-74.1% | $16,305-77.8% | $7,344-50.8% |