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 | $208,489 | $58,512+256.3% | $84,015+148.2% | $72,985+185.7% |
| Participation rate | 97.1% | 61.2%+35.8pp | 69.0%+28.0pp | 69.5%+27.6pp |
| Annual return | 17.57% | 28.93%-11.4pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $6,295 | $1,163+441.3% | $1,983+217.4% | $2,440+158.0% |
| Participant deferral / active EE | $3,500 | $2,394+46.2% | $3,239+8.1% | $3,607-3.0% |
| Admin fee / account holder | $4,339 | $4,569-5.0% | $6,101-28.9% | $5,124-15.3% |