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 | $195,082 | $102,605+90.1% | $145,661+33.9% | $84,808+130.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 16.86% | 26.50%-9.6pp | 101.46%-84.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,711 | $3,325+41.7% | $4,238+11.2% | $2,631+79.0% |
| Participant deferral / active EE | $7,843 | $5,750+36.4% | $7,198+9.0% | $4,212+86.2% |
| Admin fee / account holder | $47,171 | $8,758+438.6% | $12,466+278.4% | $7,344+542.3% |