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 | $202,554 | $80,717+150.9% | $154,803+30.8% | $84,808+138.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,003 | $2,761+117.4% | $4,305+39.4% | $2,631+128.2% |
| Participant deferral / active EE | $6,378 | $3,303+93.1% | $5,540+15.1% | $4,212+51.4% |
| Admin fee / account holder | $7,862 | $6,746+16.6% | $14,329-45.1% | $7,344+7.1% |