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 | $218,632 | $63,355+245.1% | $91,989+137.7% | $72,985+199.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 24.10% | 35.35%-11.2pp | 69.02%-44.9pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,060 | $2,116+44.6% | $3,452-11.4% | $2,440+25.4% |
| Participant deferral / active EE | $8,257 | $4,883+69.1% | $5,923+39.4% | $3,607+128.9% |
| Admin fee / account holder | $6,002 | $4,668+28.6% | $7,743-22.5% | $5,124+17.1% |