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 | $232,009 | $67,606+243.2% | $82,313+181.9% | $70,131+230.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.62% | 21.57%-2.9pp | 25.88%-7.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $19,443 | $1,755+1008.0% | $2,428+700.7% | $2,342+730.1% |
| Participant deferral / active EE | $6,579 | $2,987+120.2% | $3,706+77.5% | $3,332+97.5% |
| Admin fee / account holder | $14,711 | $4,512+226.0% | $5,608+162.3% | $4,645+216.7% |