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 | $189,141 | $81,460+132.2% | $103,333+83.0% | $80,856+133.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.11% | 25.55%-10.4pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,708 | $3,105-12.8% | $3,868-30.0% | $2,755-1.7% |
| Participant deferral / active EE | $6,505 | $3,869+68.1% | $5,057+28.6% | $4,296+51.4% |
| Admin fee / account holder | $2,014 | $6,566-69.3% | $8,355-75.9% | $6,918-70.9% |