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 | $210,276 | $76,552+174.7% | $123,892+69.7% | $62,891+234.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.51% | 18.68%-5.2pp | 47.52%-34.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $3,129 | $2,883+8.6% | $4,617-32.2% | $2,281+37.2% |
| Participant deferral / active EE | $6,166 | $4,840+27.4% | $5,984+3.0% | $3,203+92.5% |
| Admin fee / account holder | $3,047 | $4,826-36.9% | $8,357-63.5% | $4,296-29.1% |