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 | $167,392 | $80,717+107.4% | $154,803+8.1% | $84,808+97.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.65% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $4,605 | $2,761+66.8% | $4,305+6.9% | $2,631+75.0% |
| Participant deferral / active EE | $5,374 | $3,303+62.7% | $5,540-3.0% | $4,212+27.6% |
| Admin fee / account holder | $3,930 | $6,746-41.7% | $14,329-72.6% | $7,344-46.5% |