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 | $206,606 | $109,359+88.9% | $162,163+27.4% | $72,985+183.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.35% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,623 | $3,907-32.9% | $5,614-53.3% | $2,440+7.5% |
| Participant deferral / active EE | $6,318 | $5,481+15.3% | $7,298-13.4% | $3,607+75.1% |
| Admin fee / account holder | $4,965 | $7,972-37.7% | $10,843-54.2% | $5,124-3.1% |