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 | $244,251 | $81,460+199.8% | $103,333+136.4% | $80,856+202.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.90% | 25.55%-6.6pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,199 | $3,105+67.4% | $3,868+34.4% | $2,755+88.7% |
| Participant deferral / active EE | $7,665 | $3,869+98.1% | $5,057+51.6% | $4,296+78.4% |
| Admin fee / account holder | $9,792 | $6,566+49.1% | $8,355+17.2% | $6,918+41.5% |