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 | $202,920 | $124,281+63.3% | $109,143+85.9% | $167,490+21.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 34.98% | 26.04%+8.9pp | 25.75%+9.2pp | 478.56%-443.6pp |
| Employer contribution / active EE | $6,500 | $4,207+54.5% | $3,722+74.6% | $4,837+34.4% |
| Participant deferral / active EE | $5,418 | $5,255+3.1% | $4,653+16.4% | $6,341-14.6% |
| Admin fee / account holder | $7,410 | $7,970-7.0% | $6,752+9.7% | $12,309-39.8% |