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 | $245,206 | $76,367+221.1% | $93,606+162.0% | $72,985+236.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 28.16% | 25.82%+2.3pp | 32.76%-4.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,629 | $2,275-28.4% | $2,718-40.1% | $2,440-33.2% |
| Participant deferral / active EE | $3,852 | $3,538+8.9% | $4,069-5.3% | $3,607+6.8% |
| Admin fee / account holder | $3,695 | $6,838-46.0% | $7,888-53.2% | $5,124-27.9% |