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 | $231,740 | $138,347+67.5% | $184,203+25.8% | $80,856+186.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.75% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $6,958 | $4,850+43.5% | $6,427+8.3% | $2,755+152.6% |
| Participant deferral / active EE | $5,406 | $7,071-23.5% | $9,131-40.8% | $4,296+25.8% |
| Admin fee / account holder | $8,018 | $10,483-23.5% | $13,901-42.3% | $6,918+15.9% |