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 | $176,307 | $109,881+60.5% | $150,045+17.5% | $84,808+107.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.78% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,582 | $3,561+28.7% | $4,693-2.4% | $2,631+74.1% |
| Participant deferral / active EE | $8,507 | $6,636+28.2% | $7,997+6.4% | $4,212+102.0% |
| Admin fee / account holder | $30,502 | $8,568+256.0% | $13,435+127.0% | $7,344+315.3% |