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 | $180,322 | $80,717+123.4% | $154,803+16.5% | $84,808+112.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.71% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,774 | $2,761+36.7% | $4,305-12.4% | $2,631+43.4% |
| Participant deferral / active EE | $4,638 | $3,303+40.4% | $5,540-16.3% | $4,212+10.1% |
| Admin fee / account holder | $3,236 | $6,746-52.0% | $14,329-77.4% | $7,344-55.9% |