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 | $201,317 | $76,552+163.0% | $123,892+62.5% | $62,891+220.1% |
| Participation rate | 97.2% | 73.0%+24.2pp | 81.4%+15.8pp | 69.3%+27.9pp |
| Annual return | 9.61% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,775 | $2,883-3.7% | $4,617-39.9% | $2,281+21.7% |
| Participant deferral / active EE | $6,916 | $4,840+42.9% | $5,984+15.6% | $3,203+115.9% |
| Admin fee / account holder | $1,588 | $4,826-67.1% | $8,357-81.0% | $4,296-63.0% |