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 7-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 | $167,981 | $81,460+106.2% | $103,333+62.6% | $80,856+107.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.05% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $7,016 | $3,105+125.9% | $3,868+81.4% | $2,755+154.7% |
| Participant deferral / active EE | $9,628 | $3,869+148.9% | $5,057+90.4% | $4,296+124.1% |
| Admin fee / account holder | $6,459 | $6,566-1.6% | $8,355-22.7% | $6,918-6.6% |