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 | $196,161 | $89,355+119.5% | $141,162+39.0% | $72,985+168.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.58% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,282 | $3,114+5.4% | $4,735-30.7% | $2,440+34.5% |
| Participant deferral / active EE | $8,064 | $5,418+48.8% | $6,709+20.2% | $3,607+123.6% |
| Admin fee / account holder | $2,511 | $5,958-57.9% | $10,261-75.5% | $5,124-51.0% |