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 | $216,623 | $76,552+183.0% | $123,892+74.8% | $62,891+244.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.46% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,533 | $2,883+22.6% | $4,617-23.5% | $2,281+54.9% |
| Participant deferral / active EE | $7,278 | $4,840+50.4% | $5,984+21.6% | $3,203+127.2% |
| Admin fee / account holder | $2,958 | $4,826-38.7% | $8,357-64.6% | $4,296-31.1% |