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 | $219,819 | $72,277+204.1% | $101,248+117.1% | $79,858+175.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.36% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $7,614 | $2,692+182.9% | $3,660+108.1% | $2,471+208.2% |
| Participant deferral / active EE | $3,172 | $3,282-3.3% | $4,370-27.4% | $3,740-15.2% |
| Admin fee / account holder | $2,094 | $4,400-52.4% | $5,945-64.8% | $5,306-60.5% |