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 | $220,518 | $99,985+120.5% | $146,665+50.4% | $85,850+156.9% |
| Participation rate | 93.9% | 73.1%+20.8pp | 80.1%+13.8pp | 69.3%+24.6pp |
| Annual return | 27.53% | 18.93%+8.6pp | 22.74%+4.8pp | 318.53%-291.0pp |
| Employer contribution / active EE | $3,544 | $2,559+38.5% | $4,136-14.3% | $2,565+38.2% |
| Participant deferral / active EE | $8,165 | $4,006+103.8% | $5,506+48.3% | $3,952+106.6% |
| Admin fee / account holder | $7,405 | $7,702-3.9% | $10,280-28.0% | $6,260+18.3% |