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 | $182,768 | $101,724+79.7% | $164,813+10.9% | $80,856+126.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 23.88% | 16.72%+7.2pp | 69.93%-46.0pp | 35.59%-11.7pp |
| Employer contribution / active EE | $4,571 | $2,953+54.8% | $4,341+5.3% | $2,755+65.9% |
| Participant deferral / active EE | $7,408 | $4,477+65.5% | $6,031+22.8% | $4,296+72.4% |
| Admin fee / account holder | $30,653 | $8,227+272.6% | $12,690+141.6% | $6,918+343.1% |