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 | $220,712 | $106,749+106.8% | $145,433+51.8% | $82,448+167.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.80% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,137 | $3,444-8.9% | $4,554-31.1% | $2,551+23.0% |
| Participant deferral / active EE | $8,606 | $6,519+32.0% | $7,897+9.0% | $4,139+107.9% |
| Admin fee / account holder | $34,992 | $8,390+317.1% | $13,129+166.5% | $7,234+383.7% |