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 | $212,537 | $73,787+188.0% | $98,716+115.3% | $82,448+157.8% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 12.60% | 18.57%-6.0pp | 31.81%-19.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,118 | $1,511+40.2% | $2,279-7.0% | $2,551-17.0% |
| Participant deferral / active EE | $4,937 | $3,081+60.2% | $4,048+22.0% | $4,139+19.3% |
| Admin fee / account holder | $21,342 | $6,500+228.3% | $8,703+145.2% | $7,234+195.0% |