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 | $216,545 | $93,571+131.4% | $135,903+59.3% | $75,163+188.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.72% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,033 | $3,537-70.8% | $4,856-78.7% | $2,670-61.3% |
| Participant deferral / active EE | $7,367 | $6,404+15.0% | $7,758-5.0% | $4,125+78.6% |
| Admin fee / account holder | $6,295 | $6,975-9.8% | $10,762-41.5% | $5,651+11.4% |