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 | $208,673 | $55,706+274.6% | $75,886+175.0% | $72,985+185.9% |
| Participation rate | 97.1% | 61.1%+35.9pp | 69.3%+27.8pp | 69.5%+27.6pp |
| Annual return | 19.38% | 27.59%-8.2pp | 30.76%-11.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $8,191 | $1,687+385.6% | $2,500+227.6% | $2,440+235.7% |
| Participant deferral / active EE | $6,281 | $2,634+138.5% | $3,603+74.3% | $3,607+74.1% |
| Admin fee / account holder | $315 | $3,978-92.1% | $5,418-94.2% | $5,124-93.9% |