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 | $195,974 | $72,492+170.3% | $87,100+125.0% | $72,985+168.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.86% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,932 | $1,894+54.8% | $2,521+16.3% | $2,440+20.2% |
| Participant deferral / active EE | $8,782 | $3,270+168.6% | $4,049+116.9% | $3,607+143.4% |
| Admin fee / account holder | $4,211 | $5,055-16.7% | $7,497-43.8% | $5,124-17.8% |