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 | $222,809 | $106,749+108.7% | $145,433+53.2% | $82,448+170.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.25% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $5,553 | $3,444+61.2% | $4,554+21.9% | $2,551+117.7% |
| Participant deferral / active EE | $11,582 | $6,519+77.7% | $7,897+46.7% | $4,139+179.8% |
| Admin fee / account holder | $8,130 | $8,390-3.1% | $13,129-38.1% | $7,234+12.4% |