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 | $196,549 | $84,233+133.3% | $170,442+15.3% | $70,131+180.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.57% | 23.06%-5.5pp | 205.93%-188.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,633 | $3,387+7.3% | $5,433-33.1% | $2,342+55.1% |
| Participant deferral / active EE | $5,897 | $3,086+91.1% | $4,939+19.4% | $3,332+77.0% |
| Admin fee / account holder | $4,363 | $5,698-23.4% | $13,880-68.6% | $4,645-6.1% |