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 | $217,260 | $148,978+45.8% | $200,582+8.3% | $84,808+156.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.55% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,018 | $4,815+45.7% | $6,419+9.3% | $2,631+166.7% |
| Participant deferral / active EE | $11,410 | $7,142+59.8% | $9,331+22.3% | $4,212+170.9% |
| Admin fee / account holder | $3,790 | $13,977-72.9% | $16,305-76.8% | $7,344-48.4% |