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 | $190,666 | $86,929+119.3% | $102,423+86.2% | $80,856+135.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 27.76% | 18.88%+8.9pp | 29.32%-1.6pp | 35.59%-7.8pp |
| Employer contribution / active EE | $2,987 | $2,369+26.1% | $3,023-1.2% | $2,755+8.4% |
| Participant deferral / active EE | $5,467 | $4,118+32.7% | $5,053+8.2% | $4,296+27.3% |
| Admin fee / account holder | $16,347 | $8,049+103.1% | $9,451+73.0% | $6,918+136.3% |