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 | $162,348 | $81,947+98.1% | $105,387+54.1% | $72,985+122.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.12% | 42.90%-22.8pp | 26.82%-6.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $7,812 | $3,468+125.2% | $4,213+85.4% | $2,440+220.2% |
| Participant deferral / active EE | $6,630 | $4,494+47.5% | $5,502+20.5% | $3,607+83.8% |
| Admin fee / account holder | $7,032 | $6,258+12.4% | $6,559+7.2% | $5,124+37.2% |