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 | $195,510 | $106,749+83.1% | $145,433+34.4% | $82,448+137.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.85% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $8,430 | $3,444+144.7% | $4,554+85.1% | $2,551+230.4% |
| Participant deferral / active EE | $6,857 | $6,519+5.2% | $7,897-13.2% | $4,139+65.7% |
| Admin fee / account holder | $12,623 | $8,390+50.5% | $13,129-3.9% | $7,234+74.5% |