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 | $243,283 | $110,257+120.7% | $96,544+152.0% | $139,434+74.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.18% | 26.32%-2.1pp | 25.84%-1.7pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,574 | $3,620-28.9% | $2,965-13.2% | $4,751-45.8% |
| Participant deferral / active EE | $2,699 | $5,548-51.3% | $4,851-44.4% | $6,710-59.8% |
| Admin fee / account holder | $8,233 | $11,591-29.0% | $8,252-0.2% | $11,403-27.8% |