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 | $205,697 | $109,413+88.0% | $156,263+31.6% | $84,808+142.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.16% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,060 | $2,907+39.7% | $4,333-6.3% | $2,631+54.3% |
| Participant deferral / active EE | $9,007 | $4,590+96.2% | $6,158+46.3% | $4,212+113.9% |
| Admin fee / account holder | $11,991 | $9,357+28.2% | $14,255-15.9% | $7,344+63.3% |