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 | $178,152 | $76,552+132.7% | $123,892+43.8% | $62,891+183.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.33% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,759 | $2,883+30.4% | $4,617-18.6% | $2,281+64.8% |
| Participant deferral / active EE | $10,412 | $4,840+115.1% | $5,984+74.0% | $3,203+225.1% |
| Admin fee / account holder | $5,352 | $4,826+10.9% | $8,357-36.0% | $4,296+24.6% |