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 | $208,925 | $83,477+150.3% | $125,175+66.9% | $72,985+186.3% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.5%+27.3pp |
| Annual return | 25.50% | 25.78%-0.3pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $4,936 | $2,345+110.5% | $3,865+27.7% | $2,440+102.3% |
| Participant deferral / active EE | $10,455 | $3,585+191.6% | $4,937+111.8% | $3,607+189.8% |
| Admin fee / account holder | $630 | $5,517-88.6% | $9,702-93.5% | $5,124-87.7% |