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 | $233,615 | $57,016+309.7% | $84,966+175.0% | $80,856+188.9% |
| Participation rate | 97.0% | 56.3%+40.6pp | 67.5%+29.5pp | 67.6%+29.3pp |
| Annual return | 15.60% | 21.66%-6.1pp | 66.38%-50.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $13,805 | $1,798+668.0% | $2,727+406.2% | $2,755+401.1% |
| Participant deferral / active EE | $3,478 | $3,110+11.9% | $4,519-23.0% | $4,296-19.0% |
| Admin fee / account holder | $9,613 | $4,980+93.0% | $6,149+56.3% | $6,918+39.0% |