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 | $192,417 | $109,881+75.1% | $150,045+28.2% | $84,808+126.9% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 16.48% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $10,225 | $3,561+187.1% | $4,693+117.9% | $2,631+288.7% |
| Participant deferral / active EE | $7,411 | $6,636+11.7% | $7,997-7.3% | $4,212+76.0% |
| Admin fee / account holder | $6,239 | $8,568-27.2% | $13,435-53.6% | $7,344-15.0% |