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 | $185,772 | $81,248+128.6% | $155,509+19.5% | $80,856+129.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.72% | 33.31%-16.6pp | 64.67%-47.9pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,308 | $3,100+39.0% | $4,672-7.8% | $2,755+56.4% |
| Participant deferral / active EE | $7,617 | $3,452+120.7% | $5,626+35.4% | $4,296+77.3% |
| Admin fee / account holder | $12,618 | $7,997+57.8% | $15,912-20.7% | $6,918+82.4% |