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 | $158,622 | $140,588+12.8% | $123,104+28.9% | $125,391+26.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 23.80% | 16.80%+7.0pp | 13.22%+10.6pp | 282.22%-258.4pp |
| Employer contribution / active EE | $7,991 | $6,041+32.3% | $5,151+55.1% | $4,866+64.2% |
| Participant deferral / active EE | $3,612 | $6,980-48.3% | $6,230-42.0% | $5,352-32.5% |
| Admin fee / account holder | $8,387 | $11,198-25.1% | $9,015-7.0% | $9,540-12.1% |