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 | $202,308 | $65,365+209.5% | $92,893+117.8% | $72,985+177.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.65% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $3,295 | $2,594+27.0% | $3,653-9.8% | $2,440+35.0% |
| Participant deferral / active EE | $4,269 | $3,128+36.5% | $4,236+0.8% | $3,607+18.3% |
| Admin fee / account holder | $7,818 | $4,251+83.9% | $5,794+34.9% | $5,124+52.6% |