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 | $249,279 | $89,698+177.9% | $103,476+140.9% | $80,856+208.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 15.07% | 22.78%-7.7pp | 23.90%-8.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,151 | $4,018-46.5% | $4,672-54.0% | $2,755-21.9% |
| Participant deferral / active EE | $8,699 | $5,456+59.4% | $6,623+31.3% | $4,296+102.5% |
| Admin fee / account holder | $5,208 | $6,768-23.1% | $9,413-44.7% | $6,918-24.7% |