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 | $183,920 | $81,460+125.8% | $103,333+78.0% | $80,856+127.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.94% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,045 | $3,105-66.3% | $3,868-73.0% | $2,755-62.1% |
| Participant deferral / active EE | $13,872 | $3,869+258.6% | $5,057+174.3% | $4,296+222.9% |
| Admin fee / account holder | $10,425 | $6,566+58.8% | $8,355+24.8% | $6,918+50.7% |