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 | $201,247 | $80,717+149.3% | $154,803+30.0% | $84,808+137.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.98% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,601 | $2,761+175.3% | $4,305+76.5% | $2,631+188.9% |
| Participant deferral / active EE | $5,231 | $3,303+58.4% | $5,540-5.6% | $4,212+24.2% |
| Admin fee / account holder | $6,595 | $6,746-2.2% | $14,329-54.0% | $7,344-10.2% |