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 | $212,379 | $76,552+177.4% | $123,892+71.4% | $62,891+237.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.95% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $4,281 | $2,883+48.5% | $4,617-7.3% | $2,281+87.7% |
| Participant deferral / active EE | $10,384 | $4,840+114.5% | $5,984+73.5% | $3,203+224.2% |
| Admin fee / account holder | $18,390 | $4,826+281.1% | $8,357+120.1% | $4,296+328.1% |