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 | $244,895 | $107,452+127.9% | $91,541+167.5% | $142,382+72.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.71% | 22.06%-6.3pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,440 | $2,994-18.5% | $2,505-2.6% | $4,299-43.3% |
| Participant deferral / active EE | $5,240 | $4,754+10.2% | $4,008+30.7% | $6,507-19.5% |
| Admin fee / account holder | $12,024 | $8,834+36.1% | $6,956+72.8% | $12,624-4.8% |