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 | $193,195 | $87,013+122.0% | $106,213+81.9% | $80,856+138.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.95% | 17.05%-1.1pp | 116.14%-100.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,760 | $2,395+57.0% | $3,171+18.6% | $2,755+36.5% |
| Participant deferral / active EE | $5,876 | $3,986+47.4% | $5,016+17.1% | $4,296+36.8% |
| Admin fee / account holder | $13,325 | $8,431+58.0% | $11,033+20.8% | $6,918+92.6% |