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 | $231,143 | $91,190+153.5% | $178,490+29.5% | $79,858+189.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.73% | 24.19%-8.5pp | 151.07%-135.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,421 | $3,256+5.1% | $5,011-31.7% | $2,471+38.5% |
| Participant deferral / active EE | $5,804 | $3,236+79.4% | $5,202+11.6% | $3,740+55.2% |
| Admin fee / account holder | $8,113 | $6,751+20.2% | $13,984-42.0% | $5,306+52.9% |