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 | $225,025 | $80,717+178.8% | $154,803+45.4% | $84,808+165.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.53% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $6,941 | $2,761+151.4% | $4,305+61.2% | $2,631+163.8% |
| Participant deferral / active EE | $5,847 | $3,303+77.0% | $5,540+5.5% | $4,212+38.8% |
| Admin fee / account holder | $7,382 | $6,746+9.4% | $14,329-48.5% | $7,344+0.5% |