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 | $197,600 | $127,065+55.5% | $113,168+74.6% | $142,382+38.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.61% | 24.03%-7.4pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,543 | $3,442+2.9% | $2,975+19.1% | $4,299-17.6% |
| Participant deferral / active EE | $6,151 | $5,716+7.6% | $5,107+20.4% | $6,507-5.5% |
| Admin fee / account holder | $14,048 | $15,736-10.7% | $12,068+16.4% | $12,624+11.3% |