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 | $177,944 | $76,552+132.5% | $123,892+43.6% | $62,891+182.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.26% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,779 | $2,883+31.1% | $4,617-18.1% | $2,281+65.7% |
| Participant deferral / active EE | $5,802 | $4,840+19.9% | $5,984-3.1% | $3,203+81.1% |
| Admin fee / account holder | $2,134 | $4,826-55.8% | $8,357-74.5% | $4,296-50.3% |