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 | $240,569 | $80,717+198.0% | $154,803+55.4% | $84,808+183.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.56% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,232 | $2,761+125.7% | $4,305+44.7% | $2,631+136.9% |
| Participant deferral / active EE | $5,280 | $3,303+59.9% | $5,540-4.7% | $4,212+25.4% |
| Admin fee / account holder | $5,399 | $6,746-20.0% | $14,329-62.3% | $7,344-26.5% |