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 | $193,771 | $80,717+140.1% | $154,803+25.2% | $84,808+128.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.08% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $11,743 | $2,761+325.3% | $4,305+172.8% | $2,631+346.3% |
| Participant deferral / active EE | $7,125 | $3,303+115.7% | $5,540+28.6% | $4,212+69.2% |
| Admin fee / account holder | $11,477 | $6,746+70.1% | $14,329-19.9% | $7,344+56.3% |