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 | $235,230 | $85,766+174.3% | $136,294+72.6% | $70,131+235.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $764 | $2,966-74.2% | $4,695-83.7% | $2,342-67.4% |
| Participant deferral / active EE | $9,738 | $5,051+92.8% | $6,247+55.9% | $3,332+192.3% |
| Admin fee / account holder | $4,339 | $5,420-20.0% | $9,243-53.1% | $4,645-6.6% |