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 | $189,036 | $57,065+231.3% | $75,670+149.8% | $70,131+169.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 12.58% | 23.57%-11.0pp | 27.34%-14.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,549 | $1,817-14.7% | $2,352-34.1% | $2,342-33.9% |
| Participant deferral / active EE | $2,262 | $2,580-12.3% | $3,142-28.0% | $3,332-32.1% |
| Admin fee / account holder | $7,017 | $3,825+83.4% | $5,800+21.0% | $4,645+51.0% |