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 | $190,540 | $86,922+119.2% | $102,438+86.0% | $80,874+135.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 18.23% | 18.90%-0.7pp | 29.37%-11.1pp | 35.62%-17.4pp |
| Employer contribution / active EE | $7,200 | $2,369+203.8% | $3,024+138.1% | $2,756+161.3% |
| Participant deferral / active EE | $6,482 | $4,119+57.4% | $5,054+28.3% | $4,297+50.8% |
| Admin fee / account holder | $1,615 | $8,050-79.9% | $9,448-82.9% | $6,935-76.7% |