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 | $241,093 | $72,277+233.6% | $101,248+138.1% | $79,858+201.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.66% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $12,749 | $2,692+373.7% | $3,660+248.4% | $2,471+416.0% |
| Participant deferral / active EE | $3,053 | $3,282-7.0% | $4,370-30.1% | $3,740-18.4% |
| Admin fee / account holder | $8,041 | $4,400+82.7% | $5,945+35.2% | $5,306+51.5% |