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 | $191,639 | $67,411+184.3% | $91,001+110.6% | $70,131+173.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.47% | -40.16%+57.6pp | 4.60%+12.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,371 | $1,786+88.7% | $2,456+37.3% | $2,342+43.9% |
| Participant deferral / active EE | $5,360 | $2,823+89.9% | $3,547+51.1% | $3,332+60.9% |
| Admin fee / account holder | $7,444 | $4,236+75.7% | $5,417+37.4% | $4,645+60.2% |