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 | $202,909 | $106,749+90.1% | $145,433+39.5% | $82,448+146.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.64% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $7,599 | $3,444+120.6% | $4,554+66.8% | $2,551+197.9% |
| Participant deferral / active EE | $12,098 | $6,519+85.6% | $7,897+53.2% | $4,139+192.3% |
| Admin fee / account holder | $7,633 | $8,390-9.0% | $13,129-41.9% | $7,234+5.5% |