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 | $213,980 | $74,927+185.6% | $101,794+110.2% | $84,808+152.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.41% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,028 | $1,522+33.2% | $2,289-11.4% | $2,631-22.9% |
| Participant deferral / active EE | $4,558 | $3,099+47.1% | $4,084+11.6% | $4,212+8.2% |
| Admin fee / account holder | $1,261 | $6,514-80.6% | $8,777-85.6% | $7,344-82.8% |