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 | $206,507 | $57,016+262.2% | $84,966+143.0% | $80,856+155.4% |
| Participation rate | 72.4% | 56.3%+16.1pp | 67.5%+4.9pp | 67.6%+4.8pp |
| Annual return | 17.51% | 21.66%-4.2pp | 66.38%-48.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,806 | $1,798+111.7% | $2,727+39.6% | $2,755+38.2% |
| Participant deferral / active EE | $7,829 | $3,110+151.8% | $4,519+73.2% | $4,296+82.2% |
| Admin fee / account holder | $5,234 | $4,980+5.1% | $6,149-14.9% | $6,918-24.3% |