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 5-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 | $206,080 | $148,978+38.3% | $200,582+2.7% | $84,808+143.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 43.64% | 28.16%+15.5pp | 42.33%+1.3pp | 40.90%+2.7pp |
| Employer contribution / active EE | $10,258 | $4,815+113.0% | $6,419+59.8% | $2,631+289.9% |
| Participant deferral / active EE | $11,179 | $7,142+56.5% | $9,331+19.8% | $4,212+165.4% |
| Admin fee / account holder | $17,046 | $13,977+22.0% | $16,305+4.5% | $7,344+132.1% |