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 | $220,190 | $80,717+172.8% | $154,803+42.2% | $84,808+159.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.65% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,793 | $2,761+109.8% | $4,305+34.6% | $2,631+120.2% |
| Participant deferral / active EE | $8,724 | $3,303+164.1% | $5,540+57.5% | $4,212+107.1% |
| Admin fee / account holder | $11,345 | $6,746+68.2% | $14,329-20.8% | $7,344+54.5% |