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 | $214,405 | $78,705+172.4% | $117,854+81.9% | $70,131+205.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.18% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,642 | $2,223+63.8% | $3,786-3.8% | $2,342+55.5% |
| Participant deferral / active EE | $6,064 | $3,297+83.9% | $4,482+35.3% | $3,332+82.0% |
| Admin fee / account holder | $4,151 | $5,065-18.1% | $8,020-48.2% | $4,645-10.6% |