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 | $238,653 | $81,248+193.7% | $155,509+53.5% | $80,856+195.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 22.21% | 33.31%-11.1pp | 64.67%-42.5pp | 35.59%-13.4pp |
| Employer contribution / active EE | $6,960 | $3,100+124.5% | $4,672+49.0% | $2,755+152.7% |
| Participant deferral / active EE | $4,480 | $3,452+29.8% | $5,626-20.4% | $4,296+4.3% |
| Admin fee / account holder | $6,828 | $7,997-14.6% | $15,912-57.1% | $6,918-1.3% |