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 | $236,682 | $80,717+193.2% | $154,803+52.9% | $84,808+179.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.49% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,179 | $2,761-21.1% | $4,305-49.4% | $2,631-17.2% |
| Participant deferral / active EE | $7,235 | $3,303+119.0% | $5,540+30.6% | $4,212+71.8% |
| Admin fee / account holder | $3,141 | $6,746-53.4% | $14,329-78.1% | $7,344-57.2% |