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 | $189,885 | $76,367+148.6% | $93,606+102.9% | $72,985+160.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.60% | 25.82%-6.2pp | 32.76%-13.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $6,406 | $2,275+181.5% | $2,718+135.7% | $2,440+162.6% |
| Participant deferral / active EE | $9,075 | $3,538+156.5% | $4,069+123.1% | $3,607+151.6% |
| Admin fee / account holder | $4,606 | $6,838-32.6% | $7,888-41.6% | $5,124-10.1% |