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 | $174,102 | $109,881+58.4% | $150,045+16.0% | $84,808+105.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 26.73% | 28.25%-1.5pp | 62.55%-35.8pp | 40.90%-14.2pp |
| Employer contribution / active EE | $2,766 | $3,561-22.3% | $4,693-41.1% | $2,631+5.1% |
| Participant deferral / active EE | $9,281 | $6,636+39.9% | $7,997+16.1% | $4,212+120.4% |
| Admin fee / account holder | $20,507 | $8,568+139.3% | $13,435+52.6% | $7,344+179.2% |