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 | $206,200 | $100,773+104.6% | $88,946+131.8% | $142,382+44.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 18.77% | 70.18%-51.4pp | 57.82%-39.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,265 | $2,918+80.5% | $2,555+106.1% | $4,299+22.5% |
| Participant deferral / active EE | $13,147 | $5,230+151.4% | $4,581+187.0% | $6,507+102.0% |
| Admin fee / account holder | $75,772 | $9,693+681.7% | $8,261+817.2% | $12,624+500.2% |