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 | $194,697 | $63,764+205.3% | $81,930+137.6% | $79,858+143.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 14.27% | 22.66%-8.4pp | 29.49%-15.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,628 | $1,795+157.8% | $4,310+7.4% | $2,471+87.3% |
| Participant deferral / active EE | $4,219 | $2,780+51.7% | $7,107-40.6% | $3,740+12.8% |
| Admin fee / account holder | $10,452 | $4,426+136.1% | $5,158+102.6% | $5,306+97.0% |