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 | $233,513 | $73,933+215.8% | $96,683+141.5% | $75,163+210.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.52% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $5,657 | $2,928+93.2% | $3,737+51.4% | $2,670+111.9% |
| Participant deferral / active EE | $5,290 | $3,659+44.6% | $4,878+8.5% | $4,125+28.2% |
| Admin fee / account holder | $5,964 | $5,216+14.3% | $6,730-11.4% | $5,651+5.5% |