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 | $190,408 | $80,717+135.9% | $154,803+23.0% | $84,808+124.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.00% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,945 | $2,761-29.6% | $4,305-54.8% | $2,631-26.1% |
| Participant deferral / active EE | $4,774 | $3,303+44.5% | $5,540-13.8% | $4,212+13.3% |
| Admin fee / account holder | $4,112 | $6,746-39.0% | $14,329-71.3% | $7,344-44.0% |