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 | $185,540 | $81,248+128.4% | $155,509+19.3% | $80,856+129.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.50% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $7,281 | $3,100+134.9% | $4,672+55.8% | $2,755+164.3% |
| Participant deferral / active EE | $9,625 | $3,452+178.9% | $5,626+71.1% | $4,296+124.1% |
| Admin fee / account holder | $2,527 | $7,997-68.4% | $15,912-84.1% | $6,918-63.5% |