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 | $206,171 | $79,944+157.9% | $98,439+109.4% | $75,163+174.3% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.2%+22.2pp | 67.2%+30.2pp |
| Annual return | 16.98% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,806 | $2,264-20.2% | $3,048-40.7% | $2,670-32.3% |
| Participant deferral / active EE | $7,233 | $3,752+92.8% | $4,738+52.7% | $4,125+75.3% |
| Admin fee / account holder | $655 | $6,840-90.4% | $8,948-92.7% | $5,651-88.4% |