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 | $184,004 | $81,460+125.9% | $103,333+78.1% | $80,856+127.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.94% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $6,101 | $3,105+96.5% | $3,868+57.7% | $2,755+121.5% |
| Participant deferral / active EE | $6,226 | $3,869+60.9% | $5,057+23.1% | $4,296+44.9% |
| Admin fee / account holder | $3,452 | $6,566-47.4% | $8,355-58.7% | $6,918-50.1% |