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 | $206,309 | $80,717+155.6% | $154,803+33.3% | $84,808+143.3% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 15.37% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,661 | $2,761-3.6% | $4,305-38.2% | $2,631+1.1% |
| Participant deferral / active EE | $6,381 | $3,303+93.2% | $5,540+15.2% | $4,212+51.5% |
| Admin fee / account holder | $13,739 | $6,746+103.7% | $14,329-4.1% | $7,344+87.1% |