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 | $220,589 | $101,724+116.9% | $164,813+33.8% | $80,856+172.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.60% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $5,145 | $2,953+74.2% | $4,341+18.5% | $2,755+86.8% |
| Participant deferral / active EE | $4,828 | $4,477+7.8% | $6,031-20.0% | $4,296+12.4% |
| Admin fee / account holder | $1,226 | $8,227-85.1% | $12,690-90.3% | $6,918-82.3% |