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 | $207,339 | $83,477+148.4% | $125,175+65.6% | $72,985+184.1% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 19.12% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,870 | $2,345+65.0% | $3,865+0.1% | $2,440+58.6% |
| Participant deferral / active EE | $3,822 | $3,585+6.6% | $4,937-22.6% | $3,607+5.9% |
| Admin fee / account holder | $27,756 | $5,517+403.1% | $9,702+186.1% | $5,124+441.7% |