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 | $239,597 | $101,724+135.5% | $164,813+45.4% | $80,856+196.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.54% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,488 | $2,953+18.1% | $4,341-19.7% | $2,755+26.6% |
| Participant deferral / active EE | $6,910 | $4,477+54.3% | $6,031+14.6% | $4,296+60.9% |
| Admin fee / account holder | $3,084 | $8,227-62.5% | $12,690-75.7% | $6,918-55.4% |