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 | $226,041 | $106,749+111.7% | $145,433+55.4% | $82,448+174.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.30% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $6,766 | $3,444+96.4% | $4,554+48.6% | $2,551+165.2% |
| Participant deferral / active EE | $8,356 | $6,519+28.2% | $7,897+5.8% | $4,139+101.9% |
| Admin fee / account holder | $6,462 | $8,390-23.0% | $13,129-50.8% | $7,234-10.7% |