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 | $235,279 | $74,927+214.0% | $101,794+131.1% | $84,808+177.4% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.2%+27.1pp | 68.3%+28.0pp |
| Annual return | 21.55% | 18.70%+2.8pp | 30.53%-9.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $5,909 | $1,522+288.3% | $2,289+158.1% | $2,631+124.6% |
| Participant deferral / active EE | $2,915 | $3,099-5.9% | $4,084-28.6% | $4,212-30.8% |
| Admin fee / account holder | $1,567 | $6,514-75.9% | $8,777-82.1% | $7,344-78.7% |