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 | $218,083 | $98,750+120.8% | $149,696+45.7% | $79,858+173.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.67% | 27.43%-13.8pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,527 | $3,216-52.5% | $4,644-67.1% | $2,471-38.2% |
| Participant deferral / active EE | $6,514 | $5,680+14.7% | $6,842-4.8% | $3,740+74.2% |
| Admin fee / account holder | $6,821 | $6,053+12.7% | $9,309-26.7% | $5,306+28.6% |