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 | $218,330 | $101,763+114.5% | $164,866+32.4% | $80,874+170.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.77% | 16.73%-2.0pp | 69.97%-55.2pp | 35.62%-20.8pp |
| Employer contribution / active EE | $4,110 | $2,954+39.1% | $4,343-5.4% | $2,756+49.1% |
| Participant deferral / active EE | $5,850 | $4,477+30.7% | $6,033-3.0% | $4,297+36.1% |
| Admin fee / account holder | $7,258 | $8,228-11.8% | $12,689-42.8% | $6,935+4.7% |