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 | $145,365 | $76,367+90.4% | $93,606+55.3% | $72,985+99.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.67% | 25.82%-1.2pp | 32.76%-8.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $6,349 | $2,275+179.0% | $2,718+133.6% | $2,440+160.2% |
| Participant deferral / active EE | $7,498 | $3,538+111.9% | $4,069+84.3% | $3,607+107.8% |
| Admin fee / account holder | $6,327 | $6,838-7.5% | $7,888-19.8% | $5,124+23.5% |