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 | $209,574 | $78,422+167.2% | $95,952+118.4% | $79,858+162.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.63% | 19.37%-1.7pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,924 | $1,945+50.3% | $2,541+15.1% | $2,471+18.3% |
| Participant deferral / active EE | $6,232 | $3,440+81.2% | $4,167+49.6% | $3,740+66.6% |
| Admin fee / account holder | $6,821 | $5,622+21.3% | $6,795+0.4% | $5,306+28.5% |