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 | $145,593 | $64,348+126.3% | $90,160+61.5% | $70,131+107.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.51% | 28.13%-7.6pp | 34.88%-14.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $8,257 | $2,046+303.7% | $3,318+148.9% | $2,342+252.5% |
| Participant deferral / active EE | $10,520 | $4,389+139.7% | $5,288+99.0% | $3,332+215.8% |
| Admin fee / account holder | $1,144 | $3,944-71.0% | $5,943-80.8% | $4,645-75.4% |