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 | $184,913 | $109,881+68.3% | $150,045+23.2% | $84,808+118.0% |
| Participation rate | 93.9% | 76.1%+17.8pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 15.61% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $8,896 | $3,561+149.8% | $4,693+89.6% | $2,631+238.1% |
| Participant deferral / active EE | $8,141 | $6,636+22.7% | $7,997+1.8% | $4,212+93.3% |
| Admin fee / account holder | $4,706 | $8,568-45.1% | $13,435-65.0% | $7,344-35.9% |