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 | $218,199 | $80,673+170.5% | $101,326+115.3% | $84,808+157.3% |
| Participation rate | 86.2% | 77.8%+8.4pp | 81.5%+4.7pp | 68.3%+17.9pp |
| Annual return | 16.02% | 38.95%-22.9pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,158 | $2,698+17.1% | $3,665-13.8% | $2,631+20.0% |
| Participant deferral / active EE | $7,318 | $6,840+7.0% | $7,994-8.5% | $4,212+73.8% |
| Admin fee / account holder | $105,209 | $12,784+723.0% | $11,185+840.6% | $7,344+1332.6% |