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 | $236,530 | $58,208+306.4% | $81,812+189.1% | $80,856+192.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 22.28% | 41.66%-19.4pp | 773.79%-751.5pp | 35.59%-13.3pp |
| Employer contribution / active EE | $10,020 | $2,340+328.2% | $2,912+244.1% | $2,755+263.7% |
| Participant deferral / active EE | $12,490 | $3,281+280.7% | $4,319+189.2% | $4,296+190.7% |
| Admin fee / account holder | $864 | $4,981-82.7% | $7,386-88.3% | $6,918-87.5% |