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 | $195,658 | $81,460+140.2% | $103,333+89.3% | $80,856+142.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.28% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,492 | $3,105-19.8% | $3,868-35.6% | $2,755-9.6% |
| Participant deferral / active EE | $12,560 | $3,869+224.7% | $5,057+148.3% | $4,296+192.4% |
| Admin fee / account holder | $9,957 | $6,566+51.6% | $8,355+19.2% | $6,918+43.9% |