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 | $196,119 | $79,449+146.8% | $189,557+3.5% | $85,850+128.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 13.96% | 18.45%-4.5pp | 64.17%-50.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,674 | $2,081+28.5% | $4,412-39.4% | $2,565+4.3% |
| Participant deferral / active EE | $5,120 | $4,051+26.4% | $6,174-17.1% | $3,952+29.6% |
| Admin fee / account holder | $5,063 | $5,377-5.9% | $9,807-48.4% | $6,260-19.1% |