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 | $211,686 | $74,927+182.5% | $101,794+108.0% | $84,808+149.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.03% | 18.70%-5.7pp | 30.53%-17.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,394 | $1,522+123.0% | $2,289+48.3% | $2,631+29.0% |
| Participant deferral / active EE | $4,277 | $3,099+38.0% | $4,084+4.7% | $4,212+1.5% |
| Admin fee / account holder | $14,157 | $6,514+117.3% | $8,777+61.3% | $7,344+92.8% |