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 | $216,381 | $91,552+136.3% | $133,956+61.5% | $79,858+171.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.92% | 61.85%-44.9pp | 45.09%-28.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,679 | $2,384+12.4% | $3,919-31.6% | $2,471+8.4% |
| Participant deferral / active EE | $9,078 | $3,733+143.1% | $5,048+79.8% | $3,740+142.7% |
| Admin fee / account holder | $6,408 | $6,321+1.4% | $8,927-28.2% | $5,306+20.8% |