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 | $217,434 | $83,477+160.5% | $125,175+73.7% | $72,985+197.9% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.1pp | 69.5%+23.4pp |
| Annual return | 21.40% | 25.78%-4.4pp | 43.79%-22.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,055 | $2,345-12.4% | $3,865-46.8% | $2,440-15.8% |
| Participant deferral / active EE | $6,591 | $3,585+83.8% | $4,937+33.5% | $3,607+82.7% |
| Admin fee / account holder | $33,776 | $5,517+512.2% | $9,702+248.1% | $5,124+559.1% |