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 | $202,455 | $80,717+150.8% | $154,803+30.8% | $84,808+138.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.38% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,498 | $2,761+135.3% | $4,305+50.9% | $2,631+147.0% |
| Participant deferral / active EE | $6,082 | $3,303+84.1% | $5,540+9.8% | $4,212+44.4% |
| Admin fee / account holder | $13,864 | $6,746+105.5% | $14,329-3.2% | $7,344+88.8% |