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 | $230,584 | $109,881+109.8% | $150,045+53.7% | $84,808+171.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.70% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,692 | $3,561+3.7% | $4,693-21.3% | $2,631+40.3% |
| Participant deferral / active EE | $10,406 | $6,636+56.8% | $7,997+30.1% | $4,212+147.1% |
| Admin fee / account holder | $16,164 | $8,568+88.7% | $13,435+20.3% | $7,344+120.1% |