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 | $244,229 | $163,101+49.7% | $136,749+78.6% | $142,382+71.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.97% | 27.54%-14.6pp | 24.33%-11.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,818 | $4,117-7.3% | $3,400+12.3% | $4,299-11.2% |
| Participant deferral / active EE | $5,764 | $5,585+3.2% | $4,692+22.9% | $6,507-11.4% |
| Admin fee / account holder | $2,721 | $14,318-81.0% | $11,386-76.1% | $12,624-78.4% |