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 | $240,649 | $87,013+176.6% | $106,213+126.6% | $80,856+197.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.86% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $6,357 | $2,395+165.4% | $3,171+100.4% | $2,755+130.7% |
| Participant deferral / active EE | $5,069 | $3,986+27.2% | $5,016+1.1% | $4,296+18.0% |
| Admin fee / account holder | $3,280 | $8,431-61.1% | $11,033-70.3% | $6,918-52.6% |