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 | $188,069 | $86,286+118.0% | $111,297+69.0% | $85,850+119.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 22.66% | 19.99%+2.7pp | 54.65%-32.0pp | 318.53%-295.9pp |
| Employer contribution / active EE | $2,640 | $2,043+29.2% | $2,731-3.3% | $2,565+2.9% |
| Participant deferral / active EE | $4,016 | $3,641+10.3% | $4,487-10.5% | $3,952+1.6% |
| Admin fee / account holder | $10,867 | $8,188+32.7% | $7,964+36.5% | $6,260+73.6% |