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 | $239,604 | $81,947+192.4% | $105,387+127.4% | $72,985+228.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.04% | 42.90%-24.9pp | 26.82%-8.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $3,390 | $3,468-2.3% | $4,213-19.5% | $2,440+38.9% |
| Participant deferral / active EE | $10,683 | $4,494+137.7% | $5,502+94.2% | $3,607+196.2% |
| Admin fee / account holder | $1,881 | $6,258-69.9% | $6,559-71.3% | $5,124-63.3% |