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 | $205,503 | $91,552+124.5% | $133,956+53.4% | $79,858+157.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.17% | 61.85%-49.7pp | 45.09%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,182 | $2,384-50.4% | $3,919-69.8% | $2,471-52.2% |
| Participant deferral / active EE | $4,835 | $3,733+29.5% | $5,048-4.2% | $3,740+29.3% |
| Admin fee / account holder | $7,333 | $6,321+16.0% | $8,927-17.9% | $5,306+38.2% |