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 | $216,866 | $81,248+166.9% | $155,509+39.5% | $80,856+168.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.25% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,066 | $3,100-33.4% | $4,672-55.8% | $2,755-25.0% |
| Participant deferral / active EE | $5,809 | $3,452+68.3% | $5,626+3.2% | $4,296+35.2% |
| Admin fee / account holder | $10,860 | $7,997+35.8% | $15,912-31.8% | $6,918+57.0% |