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 | $188,333 | $80,673+133.5% | $101,326+85.9% | $84,808+122.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.94% | 38.95%-23.0pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $11,034 | $2,698+309.0% | $3,665+201.0% | $2,631+319.4% |
| Participant deferral / active EE | $11,358 | $6,840+66.0% | $7,994+42.1% | $4,212+169.7% |
| Admin fee / account holder | $10,977 | $12,784-14.1% | $11,185-1.9% | $7,344+49.5% |