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 | $214,364 | $72,277+196.6% | $101,248+111.7% | $79,858+168.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.35% | 22.30%-2.9pp | 46.47%-27.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $7,467 | $2,692+177.4% | $3,660+104.1% | $2,471+202.2% |
| Participant deferral / active EE | $6,165 | $3,282+87.9% | $4,370+41.1% | $3,740+64.8% |
| Admin fee / account holder | $1,256 | $4,400-71.4% | $5,945-78.9% | $5,306-76.3% |