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 | $206,408 | $89,355+131.0% | $141,162+46.2% | $72,985+182.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.91% | 111.85%-91.9pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,387 | $3,114+40.9% | $4,735-7.3% | $2,440+79.8% |
| Participant deferral / active EE | $5,698 | $5,418+5.2% | $6,709-15.1% | $3,607+57.9% |
| Admin fee / account holder | $2,166 | $5,958-63.6% | $10,261-78.9% | $5,124-57.7% |