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 | $228,676 | $109,881+108.1% | $150,045+52.4% | $84,808+169.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,386 | $3,561+23.2% | $4,693-6.5% | $2,631+66.7% |
| Participant deferral / active EE | $11,494 | $6,636+73.2% | $7,997+43.7% | $4,212+172.9% |
| Admin fee / account holder | $8,771 | $8,568+2.4% | $13,435-34.7% | $7,344+19.4% |