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 | $215,914 | $109,413+97.3% | $156,263+38.2% | $84,808+154.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.53% | 20.18%-4.7pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,176 | $2,907-59.5% | $4,333-72.8% | $2,631-55.3% |
| Participant deferral / active EE | $9,579 | $4,590+108.7% | $6,158+55.5% | $4,212+127.4% |
| Admin fee / account holder | $9,999 | $9,357+6.9% | $14,255-29.9% | $7,344+36.2% |