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 | $217,699 | $95,453+128.1% | $112,040+94.3% | $82,448+164.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.40% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,847 | $2,318+66.0% | $2,954+30.2% | $2,551+50.8% |
| Participant deferral / active EE | $5,438 | $4,224+28.8% | $5,098+6.7% | $4,139+31.4% |
| Admin fee / account holder | $7,452 | $9,013-17.3% | $12,098-38.4% | $7,234+3.0% |