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 | $206,106 | $71,883+186.7% | $86,677+137.8% | $68,494+200.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 5.03% | 3.52%+1.5pp | 35.91%-30.9pp | -7.84%+12.9pp |
| Employer contribution / active EE | $4,231 | $2,173+94.7% | $2,836+49.2% | $2,596+62.9% |
| Participant deferral / active EE | $7,098 | $3,779+87.8% | $4,656+52.5% | $4,027+76.3% |
| Admin fee / account holder | $1,818 | $6,112-70.3% | $7,493-75.7% | $5,403-66.4% |