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 | $193,499 | $109,881+76.1% | $150,045+29.0% | $84,808+128.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.24% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,104 | $3,561+99.5% | $4,693+51.4% | $2,631+170.0% |
| Participant deferral / active EE | $14,464 | $6,636+118.0% | $7,997+80.9% | $4,212+243.4% |
| Admin fee / account holder | $14,848 | $8,568+73.3% | $13,435+10.5% | $7,344+102.2% |