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 | $191,580 | $81,208+135.9% | $98,907+93.7% | $79,858+139.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.98% | 60.99%-44.0pp | 196.43%-179.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,706 | $1,960-13.0% | $2,689-36.6% | $2,471-31.0% |
| Participant deferral / active EE | $4,876 | $3,265+49.4% | $4,244+14.9% | $3,740+30.4% |
| Admin fee / account holder | $5,897 | $6,013-1.9% | $6,642-11.2% | $5,306+11.1% |