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 | $165,863 | $91,019+82.2% | $392,568-57.7% | $72,985+127.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 24.23% | 20.00%+4.2pp | 24.42%-0.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $7,478 | $2,751+171.8% | $3,783+97.7% | $2,440+206.5% |
| Participant deferral / active EE | $7,521 | $4,570+64.6% | $5,985+25.7% | $3,607+108.5% |
| Admin fee / account holder | $6,485 | $4,895+32.5% | $6,260+3.6% | $5,124+26.6% |