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 | $225,233 | $80,673+179.2% | $101,326+122.3% | $84,808+165.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.06% | 38.95%-19.9pp | 36.82%-17.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $10,332 | $2,698+283.0% | $3,665+181.9% | $2,631+292.7% |
| Participant deferral / active EE | $6,929 | $6,840+1.3% | $7,994-13.3% | $4,212+64.5% |
| Admin fee / account holder | $6,952 | $12,784-45.6% | $11,185-37.8% | $7,344-5.3% |