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 | $238,822 | $80,968+195.0% | $96,544+147.4% | $75,163+217.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.41% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,773 | $2,282+65.3% | $2,965+27.2% | $2,670+41.3% |
| Participant deferral / active EE | $6,816 | $3,928+73.5% | $4,851+40.5% | $4,125+65.2% |
| Admin fee / account holder | $1,050 | $6,724-84.4% | $8,252-87.3% | $5,651-81.4% |