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 | $235,483 | $148,978+58.1% | $200,582+17.4% | $84,808+177.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.21% | 28.16%-8.0pp | 42.33%-22.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,584 | $4,815-4.8% | $6,419-28.6% | $2,631+74.2% |
| Participant deferral / active EE | $15,373 | $7,142+115.2% | $9,331+64.7% | $4,212+265.0% |
| Admin fee / account holder | $16,521 | $13,977+18.2% | $16,305+1.3% | $7,344+125.0% |