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 | $175,622 | $80,717+117.6% | $154,803+13.4% | $84,808+107.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.44% | 37.96%-15.5pp | 58.88%-36.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $7,894 | $2,761+185.9% | $4,305+83.3% | $2,631+200.0% |
| Participant deferral / active EE | $7,296 | $3,303+120.9% | $5,540+31.7% | $4,212+73.2% |
| Admin fee / account holder | $8,545 | $6,746+26.7% | $14,329-40.4% | $7,344+16.4% |