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 | $212,679 | $72,012+195.3% | $185,823+14.5% | $79,858+166.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 17.86% | 23.12%-5.3pp | 35.95%-18.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,606 | $1,965-18.3% | $4,087-60.7% | $2,471-35.0% |
| Participant deferral / active EE | $6,030 | $3,779+59.6% | $5,632+7.1% | $3,740+61.2% |
| Admin fee / account holder | $714 | $4,513-84.2% | $9,500-92.5% | $5,306-86.5% |