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 | $196,492 | $127,065+54.6% | $113,168+73.6% | $142,382+38.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.22% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,082 | $3,442+18.6% | $2,975+37.2% | $4,299-5.1% |
| Participant deferral / active EE | $6,947 | $5,716+21.5% | $5,107+36.0% | $6,507+6.8% |
| Admin fee / account holder | $14,167 | $15,736-10.0% | $12,068+17.4% | $12,624+12.2% |