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 | $214,787 | $80,968+165.3% | $96,544+122.5% | $75,163+185.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.69% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,643 | $2,282+59.6% | $2,965+22.9% | $2,670+36.4% |
| Participant deferral / active EE | $4,033 | $3,928+2.7% | $4,851-16.9% | $4,125-2.2% |
| Admin fee / account holder | $6,744 | $6,724+0.3% | $8,252-18.3% | $5,651+19.3% |