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 | $194,253 | $106,749+82.0% | $145,433+33.6% | $82,448+135.6% |
| Participation rate | 87.8% | 75.6%+12.2pp | 82.1%+5.7pp | 68.1%+19.7pp |
| Annual return | 18.45% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $6,804 | $3,444+97.5% | $4,554+49.4% | $2,551+166.7% |
| Participant deferral / active EE | $16,019 | $6,519+145.7% | $7,897+102.8% | $4,139+287.0% |
| Admin fee / account holder | $6,538 | $8,390-22.1% | $13,129-50.2% | $7,234-9.6% |