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 | $220,194 | $81,208+171.1% | $98,907+122.6% | $79,858+175.7% |
| Participation rate | 97.4% | 72.5%+24.9pp | 76.0%+21.3pp | 69.6%+27.7pp |
| Annual return | 20.22% | 60.99%-40.8pp | 196.43%-176.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,577 | $3,265+132.1% | $4,244+78.5% | $3,740+102.6% |
| Admin fee / account holder | $579 | $6,013-90.4% | $6,642-91.3% | $5,306-89.1% |