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 | $235,941 | $123,793+90.6% | $177,821+32.7% | $79,858+195.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.58% | 22.82%-1.2pp | 48.32%-26.7pp | 31.71%-10.1pp |
| Employer contribution / active EE | $7,896 | $4,095+92.8% | $5,918+33.4% | $2,471+219.6% |
| Participant deferral / active EE | $14,679 | $5,956+146.5% | $7,714+90.3% | $3,740+292.5% |
| Admin fee / account holder | $11,564 | $7,243+59.7% | $12,427-6.9% | $5,306+117.9% |