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 | $194,976 | $58,927+230.9% | $76,817+153.8% | $72,985+167.1% |
| Participation rate | 96.0% | 67.3%+28.7pp | 72.1%+23.9pp | 69.5%+26.5pp |
| Annual return | 18.91% | 2305.64%-2286.7pp | 1166.11%-1147.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,657 | $1,787-7.2% | $2,302-28.0% | $2,440-32.1% |
| Participant deferral / active EE | $7,116 | $2,690+164.5% | $3,336+113.3% | $3,607+97.2% |
| Admin fee / account holder | $31,530 | $4,013+685.7% | $6,420+391.1% | $5,124+515.3% |