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 | $174,824 | $39,122+346.9% | $57,179+205.8% | $62,891+178.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 15.29% | 9.23%+6.1pp | 14.59%+0.7pp | 20.14%-4.9pp |
| Employer contribution / active EE | $4,270 | $1,874+127.8% | $2,682+59.2% | $2,281+87.2% |
| Participant deferral / active EE | $6,430 | $2,374+170.9% | $3,096+107.7% | $3,203+100.7% |
| Admin fee / account holder | $10,838 | $2,592+318.1% | $3,139+245.3% | $4,296+152.3% |