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 | $193,785 | $72,492+167.3% | $87,100+122.5% | $72,985+165.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.53% | 24.46%+0.1pp | 28.19%-3.7pp | 81.00%-56.5pp |
| Employer contribution / active EE | $6,193 | $1,894+227.0% | $2,521+145.6% | $2,440+153.8% |
| Participant deferral / active EE | $8,934 | $3,270+173.3% | $4,049+120.7% | $3,607+147.7% |
| Admin fee / account holder | $9,515 | $5,055+88.2% | $7,497+26.9% | $5,124+85.7% |