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 | $209,176 | $101,618+105.8% | $93,063+124.8% | $137,256+52.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.18% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,555 | $2,707-5.6% | $2,476+3.2% | $4,156-38.5% |
| Participant deferral / active EE | $10,083 | $4,279+135.6% | $3,958+154.7% | $6,407+57.4% |
| Admin fee / account holder | $8,368 | $6,198+35.0% | $6,033+38.7% | $12,270-31.8% |