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 | $191,666 | $87,013+120.3% | $106,213+80.5% | $80,856+137.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.85% | 17.05%-1.2pp | 116.14%-100.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $11,338 | $2,395+373.4% | $3,171+257.5% | $2,755+311.6% |
| Participant deferral / active EE | $7,218 | $3,986+81.1% | $5,016+43.9% | $4,296+68.0% |
| Admin fee / account holder | $1,521 | $8,431-82.0% | $11,033-86.2% | $6,918-78.0% |