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 | $106,749+63.1% | $145,433+19.7% | $82,448+111.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 26.73% | 27.59%-0.9pp | 66.58%-39.8pp | 41.64%-14.9pp |
| Employer contribution / active EE | $2,766 | $3,444-19.7% | $4,554-39.3% | $2,551+8.4% |
| Participant deferral / active EE | $9,281 | $6,519+42.4% | $7,897+17.5% | $4,139+124.2% |
| Admin fee / account holder | $20,507 | $8,390+144.4% | $13,129+56.2% | $7,234+183.5% |